Wealth Enhancement Advisory Services’s Nu Holdings NU Stock Holding History

Wealth Enhancement Advisory Services’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	$3.78M	Sell	274,940 -15,542	-5%	-$209K	0.01%	1179
2026 Q1	$4.11M	Sell	290,482 -49,998	-15%	-$810K	0.01%	988
2025 Q4	$6.08M	Sell	340,480 -1,215	-0.4%	-$19.5K	0.01%	923
2025 Q3	$5.17M	Buy	341,695 +9,311	+3%	+$130K	0.01%	931
2025 Q2	$4.52M	Buy	332,384 +50,067	+18%	+$600K	0.01%	941
2025 Q1	$2.89M	Buy	282,317 +17,532	+7%	+$207K	0.01%	1058
2024 Q4	$2.74M	Buy	264,785 +196,675	+289%	+$2.62M	0.01%	1033
2024 Q3	$930K	Sell	68,110 -257,120	-79%	-$3.46M	﹤0.01%	1450
2024 Q2	$4.19M	Buy	325,230 +95,412	+42%	+$1.11M	0.01%	734
2024 Q1	$2.74M	Buy	229,818 +173,243	+306%	+$1.77M	0.01%	836
2023 Q4	$471K	Buy	+56,575	New	+$457K	﹤0.01%	1542

Other funds holding NU

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's NU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Nu Holdings (NU) stake by 5.4% in Q2 2026, selling an estimated $209K and leaving 274,940 shares worth $3.78M. The position accounts for 0.01% of the portfolio, ranked #1179.

Wealth Enhancement Advisory Services first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.08M in Q4 2025. 103 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Wealth Enhancement Advisory Services held 274,940 shares of Nu Holdings worth $3.78M as of Q2 2026.
Wealth Enhancement Advisory Services sold 15,542 Nu Holdings shares in Q2 2026, an estimated $209K.
Nu Holdings made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1179 holding.
Wealth Enhancement Advisory Services first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Nu Holdings position peaked at $6.08M in Q4 2025.
103 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.