VSM Wealth Advisory’s Nu Holdings NU Stock Holding History

VSM Wealth Advisory’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	$44.1K	Hold	3,300	–	–	0.01%	231
2026 Q1	$47.4K	Hold	3,300	–	–	0.01%	217
2025 Q4	$55.2K	Hold	3,300	–	–	0.02%	195
2025 Q3	$52.8K	Buy	3,300 +3,000	+1,000%	+$41.8K	0.02%	190
2025 Q2	$4.12K	Hold	300	–	–	﹤0.01%	440
2025 Q1	$3.07K	Hold	300	–	–	﹤0.01%	440
2024 Q4	$3.11K	Buy	+300	New	+$3.99K	﹤0.01%	424

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

VSM Wealth Advisory's NU Position: Q2 2026 in Review

VSM Wealth Advisory held its Nu Holdings (NU) position steady in Q2 2026 at 3,300 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #231.

VSM Wealth Advisory first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.2K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

VSM Wealth Advisory held 3,300 shares of Nu Holdings worth $44.1K as of Q2 2026.
VSM Wealth Advisory left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #231 holding.
VSM Wealth Advisory first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Nu Holdings position peaked at $55.2K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.