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United Financial Planning Group’s Nu Holdings NU Stock Holding History

United Financial Planning Group’s Portfolio NU Stock Details NU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.93K Buy
+519
New +$7K ﹤0.01% 315
2026
Q1 		– Sell
-719
Closed -$12K – 565
2025
Q4 		$12K Buy
+719
New +$11.6K 0.01% 180

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Financial Planning Group's NU Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Nu Holdings (NU) in Q2 2026: 519 shares worth $6.93K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings. This is a return to the name: United Financial Planning Group previously reported a position in NU as recently as Q4 2025.

United Financial Planning Group first reported a position in NU in Q4 2025 and has held it in 2 quarters since. The position peaked at $12K in Q4 2025. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • United Financial Planning Group held 519 shares of Nu Holdings worth $6.93K as of Q2 2026.
  • Nu Holdings was a new United Financial Planning Group position in Q2 2026.
  • Nu Holdings made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #315 holding.
  • United Financial Planning Group first reported a position in Nu Holdings in Q4 2025 and has held it in 2 quarters since.
  • United Financial Planning Group's Nu Holdings position peaked at $12K in Q4 2025.
  • 855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.