WWM
NU icon

Western Wealth Management’s Nu Holdings NU Stock Holding History

Western 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 		$266K Sell
19,905
-185
-0.9% -$2.49K 0.01% 865
2026
Q1 		$289K Sell
20,090
-6,025
-23% -$97.7K 0.01% 814
2025
Q4 		$437K Sell
26,115
-1,048
-4% -$16.8K 0.02% 552
2025
Q3 		$435K Buy
27,163
+6,935
+34% +$96.7K 0.02% 476
2025
Q2 		$278K Buy
20,228
+5,330
+36% +$63.8K 0.02% 572
2025
Q1 		$153K Buy
+14,898
New +$176K 0.01% 664

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 $3.37T AUM 44.26% 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

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

Western Wealth Management reduced its Nu Holdings (NU) stake by 0.92% in Q2 2026, selling an estimated $2.49K and leaving 19,905 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #865.

Western Wealth Management first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $437K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Western Wealth Management held 19,905 shares of Nu Holdings worth $266K as of Q2 2026.
  • Western Wealth Management sold 185 Nu Holdings shares in Q2 2026, an estimated $2.49K.
  • Nu Holdings made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #865 holding.
  • Western Wealth Management first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
  • Western Wealth Management's Nu Holdings position peaked at $437K in Q4 2025.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.