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Wealth Preservation Advisors’s Nu Holdings NU Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-35
Closed -$503 – 647
2026
Q1 		$503 Hold
35
– – ﹤0.01% 779
2025
Q4 		$586 Hold
35
– – ﹤0.01% 574
2025
Q3 		$560 Buy
+35
New +$488 ﹤0.01% 548

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Wealth Preservation Advisors's NU Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 35 shares — an estimated $503 sold.

Wealth Preservation Advisors first reported a position in NU in Q3 2025 and held it in 3 quarters. The position peaked at $586 in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 35 Nu Holdings shares in Q2 2026, an estimated $503.
  • Wealth Preservation Advisors first reported a position in Nu Holdings in Q3 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Nu Holdings position peaked at $586 in Q4 2025.
  • 859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.