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West Paces Advisors’s Nu Holdings NU Stock Holding History

West Paces 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 		$2.86K Buy
+214
New +$2.88K ﹤0.01% 530
2025
Q1 		– Sell
-100
Closed -$1.04K – 575
2024
Q4 		$1.04K Buy
+100
New +$1.33K ﹤0.01% 481

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

West Paces Advisors's NU Position: Q2 2026 in Review

West Paces Advisors opened a new position in Nu Holdings (NU) in Q2 2026: 214 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #530 among its holdings. This is a return to the name: West Paces Advisors previously reported a position in NU as recently as Q4 2024.

West Paces Advisors first reported a position in NU in Q4 2024 and has held it in 2 quarters since. 88 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • West Paces Advisors held 214 shares of Nu Holdings worth $2.86K as of Q2 2026.
  • Nu Holdings was a new West Paces Advisors position in Q2 2026.
  • Nu Holdings made up ﹤0.01% of West Paces Advisors's portfolio in Q2 2026, its #530 holding.
  • West Paces Advisors first reported a position in Nu Holdings in Q4 2024 and has held it in 2 quarters since.
  • 88 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.