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Vigil Wealth Management’s Nu Holdings NU Stock Holding History

Vigil Wealth Management’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 		$192K Buy
14,403
+3
+0% +$40 0.14% 80
2026
Q1 		$207K Buy
14,400
+4
+0% +$65 0.17% 72
2025
Q4 		$241K Buy
+14,396
New +$231K 0.2% 66

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 $3.38T AUM 44.17% 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

Vigil Wealth Management's NU Position: Q2 2026 in Review

Vigil Wealth Management increased its Nu Holdings (NU) stake by 0.02% in Q2 2026, buying an estimated $40 and bringing the position to 14,403 shares worth $192K. The position accounts for 0.14% of the portfolio, ranked #80.

Vigil Wealth Management first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Vigil Wealth Management held 14,403 shares of Nu Holdings worth $192K as of Q2 2026.
  • Vigil Wealth Management bought 3 Nu Holdings shares in Q2 2026, an estimated $40.
  • Nu Holdings made up 0.14% of Vigil Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Vigil Wealth Management first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Vigil Wealth Management's Nu Holdings position peaked at $241K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vigil Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.