Wealth Enhancement Advisory Services
NU icon

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 		$121K Buy
+8,800
New +$119K ﹤0.01% 3757
2026
Q1 		– Sell
-10,000
Closed -$62.7K – 3787
2025
Q4 		$62.7K Buy
+10,000
New +$161K ﹤0.01% 3513

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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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 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. 172 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.
  • 172 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.