Wedmont Private Capital’s Nu Holdings NU Stock Holding History

Wedmont Private Capital’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	$699K	Sell	50,766 -1,412	-3%	-$19K	0.02%	454
2026 Q1	$757K	Sell	52,178 -2,869	-5%	-$46.5K	0.02%	377
2025 Q4	$963K	Buy	55,047 +17,611	+47%	+$283K	0.03%	298
2025 Q3	$566K	Buy	37,436 +1,181	+3%	+$16.5K	0.02%	430
2025 Q2	$495K	Buy	36,255 +6,474	+22%	+$77.5K	0.02%	435
2025 Q1	$314K	Buy	29,781 +8,308	+39%	+$98.2K	0.02%	504
2024 Q4	$235K	Sell	21,473 -3,951	-16%	-$52.6K	0.01%	609
2024 Q3	$334K	Buy	25,424 +2,600	+11%	+$35K	0.02%	482
2024 Q2	$306K	Buy	22,824 +3,060	+15%	+$35.6K	0.02%	489
2024 Q1	$234K	Buy	19,764 +2,089	+12%	+$21.3K	0.02%	519
2023 Q4	$157K	Buy	+17,675	New	+$143K	0.01%	544

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Wedmont Private Capital's NU Position: Q2 2026 in Review

Wedmont Private Capital reduced its Nu Holdings (NU) stake by 2.7% in Q2 2026, selling an estimated $19K and leaving 50,766 shares worth $699K. The position accounts for 0.02% of the portfolio, ranked #454.

Wedmont Private Capital first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $963K in Q4 2025. 388 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Wedmont Private Capital held 50,766 shares of Nu Holdings worth $699K as of Q2 2026.
Wedmont Private Capital sold 1,412 Nu Holdings shares in Q2 2026, an estimated $19K.
Nu Holdings made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #454 holding.
Wedmont Private Capital first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
Wedmont Private Capital's Nu Holdings position peaked at $963K in Q4 2025.
388 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.