RWML
NU icon

RAFFA WEALTH MANAGEMENT, LLC’s Nu Holdings NU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$7.76K Buy
581
+88
+18% +$1.19K ﹤0.01% 486
2026
Q1 		$7.08K Hold
493
– – ﹤0.01% 467
2025
Q4 		$8.25K Buy
493
+31
+7% +$498 ﹤0.01% 409
2025
Q3 		$7.4K Buy
462
+141
+44% +$1.97K ﹤0.01% 416
2025
Q2 		$4.4K Hold
321
– – ﹤0.01% 527
2025
Q1 		$3.29K Hold
321
– – ﹤0.01% 516
2024
Q4 		$3.33K Hold
321
– – ﹤0.01% 533
2024
Q3 		$4.38K Buy
321
+47
+17% +$632 ﹤0.01% 442
2024
Q2 		$3.53K Buy
274
+61
+29% +$710 ﹤0.01% 599
2024
Q1 		$2.54K Hold
213
– – ﹤0.01% 650
2023
Q4 		$1.77K Buy
+213
New +$1.72K ﹤0.01% 658

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Nu Holdings (NU) stake by 18% in Q2 2026, buying an estimated $1.19K and bringing the position to 581 shares worth $7.76K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.25K in Q4 2025. 208 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 581 shares of Nu Holdings worth $7.76K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 88 Nu Holdings shares in Q2 2026, an estimated $1.19K.
  • Nu Holdings made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #486 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Nu Holdings position peaked at $8.25K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.