Wealth Alliance’s Nu Holdings NU Stock Holding History

Wealth Alliance’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	$483K	Buy	36,124 +4,402	+14%	+$59.3K	0.04%	327
2026 Q1	$456K	Buy	31,722 +11,522	+57%	+$187K	0.05%	314
2025 Q4	$338K	Buy	20,200 +9,351	+86%	+$150K	0.03%	403
2025 Q3	$174K	Buy	+10,849	New	+$151K	0.02%	539

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

Wealth Alliance's NU Position: Q2 2026 in Review

Wealth Alliance increased its Nu Holdings (NU) stake by 14% in Q2 2026, buying an estimated $59.3K and bringing the position to 36,124 shares worth $483K. The position accounts for 0.04% of the portfolio, ranked #327.

Wealth Alliance first reported a position in NU in Q3 2025 and has held it in 4 quarters since. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Wealth Alliance held 36,124 shares of Nu Holdings worth $483K as of Q2 2026.
Wealth Alliance bought 4,402 Nu Holdings shares in Q2 2026, an estimated $59.3K.
Nu Holdings made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #327 holding.
Wealth Alliance first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.