Verdence Capital Advisors’s Nu Holdings NU Stock Holding History

Verdence Capital Advisors’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	$434K	Sell	32,486 -1,379	-4%	-$18.6K	0.02%	467
2026 Q1	$487K	Sell	33,865 -4,173	-11%	-$67.6K	0.03%	435
2025 Q4	$637K	Sell	38,038 -6,470	-15%	-$104K	0.04%	363
2025 Q3	$712K	Buy	44,508 +804	+2%	+$11.2K	0.04%	361
2025 Q2	$600K	Buy	43,704 +1,351	+3%	+$16.2K	0.04%	360
2025 Q1	$434K	Buy	42,353 +3,299	+8%	+$39K	0.03%	434
2024 Q4	$405K	Sell	39,054 -1,113	-3%	-$14.8K	0.03%	399
2024 Q3	$548K	Buy	40,167 +4,606	+13%	+$62K	0.04%	352
2024 Q2	$458K	Buy	35,561 +4,937	+16%	+$57.5K	0.04%	363
2024 Q1	$365K	Buy	30,624 +14,107	+85%	+$144K	0.03%	410
2023 Q4	$138K	Buy	16,517 +6,517	+65%	+$52.7K	0.01%	555
2023 Q3	$72.5K	Hold	10,000	–	–	0.01%	549
2023 Q2	$78.9K	Hold	10,000	–	–	0.01%	524
2023 Q1	$47.6K	Buy	+10,000	New	+$44.6K	0.01%	529

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Verdence Capital Advisors's NU Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Nu Holdings (NU) stake by 4.1% in Q2 2026, selling an estimated $18.6K and leaving 32,486 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #467.

Verdence Capital Advisors first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $712K in Q3 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Verdence Capital Advisors held 32,486 shares of Nu Holdings worth $434K as of Q2 2026.
Verdence Capital Advisors sold 1,379 Nu Holdings shares in Q2 2026, an estimated $18.6K.
Nu Holdings made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #467 holding.
Verdence Capital Advisors first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
Verdence Capital Advisors's Nu Holdings position peaked at $712K in Q3 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.