VestGen Advisors’s Nu Holdings NU Stock Holding History

VestGen 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	$323K	Sell	24,211 -282,911	-92%	-$3.81M	0.01%	816
2026 Q1	$4.08M	Buy	307,122 +3,664	+1%	+$59.4K	0.11%	160
2025 Q4	$5.08M	Buy	303,458 +246,105	+429%	+$3.96M	0.22%	107
2025 Q3	$918K	Buy	+57,353	New	+$800K	0.03%	381

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

VestGen Advisors's NU Position: Q2 2026 in Review

VestGen Advisors reduced its Nu Holdings (NU) stake by 92% in Q2 2026, selling an estimated $3.81M and leaving 24,211 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #816.

VestGen Advisors first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.08M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

VestGen Advisors held 24,211 shares of Nu Holdings worth $323K as of Q2 2026.
VestGen Advisors sold 282,911 Nu Holdings shares in Q2 2026, an estimated $3.81M.
Nu Holdings made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #816 holding.
VestGen Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
VestGen Advisors's Nu Holdings position peaked at $5.08M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.