Western Pacific Wealth Management’s Nu Holdings NU Stock Holding History

Western Pacific Wealth Management’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	$12K	Buy	+900	New	+$12.1K	0.01%	155

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

Western Pacific Wealth Management's NU Position: Q2 2026 in Review

Western Pacific Wealth Management opened a new position in Nu Holdings (NU) in Q2 2026: 900 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings.

853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Western Pacific Wealth Management held 900 shares of Nu Holdings worth $12K as of Q2 2026.
Nu Holdings was a new Western Pacific Wealth Management position in Q2 2026.
Nu Holdings made up 0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #155 holding.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.