Wedbush Securities’s Nu Holdings NU Stock Holding History

Wedbush Securities’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	$207K	Sell	15,488 -900	-5%	-$12.1K	0.01%	1200
2026 Q1	$235K	Hold	16,388	–	–	0.01%	1028
2025 Q4	$274K	Sell	16,388 -1,000	-6%	-$16.1K	0.01%	934
2025 Q3	$278K	Sell	17,388 -47,247	-73%	-$659K	0.01%	895
2025 Q2	$887K	Sell	64,635 -898	-1%	-$10.8K	0.03%	448
2025 Q1	$671K	Buy	65,533 +5,587	+9%	+$66K	0.02%	512
2024 Q4	$621K	Buy	59,946 +398	+0.7%	+$5.29K	0.02%	531
2024 Q3	$813K	Buy	59,548 +37,676	+172%	+$507K	0.03%	435
2024 Q2	$282K	Buy	21,872 +6,298	+40%	+$73.3K	0.01%	886
2024 Q1	$186K	Buy	+15,574	New	+$159K	0.01%	1120

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

Wedbush Securities's NU Position: Q2 2026 in Review

Wedbush Securities reduced its Nu Holdings (NU) stake by 5.5% in Q2 2026, selling an estimated $12.1K and leaving 15,488 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #1200.

Wedbush Securities first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $887K in Q2 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Wedbush Securities held 15,488 shares of Nu Holdings worth $207K as of Q2 2026.
Wedbush Securities sold 900 Nu Holdings shares in Q2 2026, an estimated $12.1K.
Nu Holdings made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1200 holding.
Wedbush Securities first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Wedbush Securities's Nu Holdings position peaked at $887K in Q2 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.