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Wealthspire Advisors (New York)’s Nu Holdings NU Stock Holding History

Wealthspire Advisors (New York)’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 		$160K Buy
+11,939
New +$161K ﹤0.01% 1198
2025
Q4 		– Sell
-2,593
Closed -$41.5K – 2250
2025
Q3 		$41.5K Buy
+2,593
New +$36.2K ﹤0.01% 1318

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s NU Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Nu Holdings (NU) in Q2 2026: 11,939 shares worth $160K. The stake represents ﹤0.01% of the portfolio and ranks #1198 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in NU as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in NU in Q3 2025 and has held it in 2 quarters since. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Wealthspire Advisors (New York) held 11,939 shares of Nu Holdings worth $160K as of Q2 2026.
  • Nu Holdings was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1198 holding.
  • Wealthspire Advisors (New York) first reported a position in Nu Holdings in Q3 2025 and has held it in 2 quarters since.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.