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Westmount Partners’s Nu Holdings NU Stock Holding History

Westmount Partners’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 		$299K Hold
22,351
– – 0.07% 213
2026
Q1 		$321K Hold
22,351
– – 0.08% 197
2025
Q4 		$374K Sell
22,351
-7,064
-24% -$114K 0.09% 168
2025
Q3 		$447K Buy
+29,415
New +$410K 0.12% 144

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

Westmount Partners's NU Position: Q2 2026 in Review

Westmount Partners held its Nu Holdings (NU) position steady in Q2 2026 at 22,351 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #213.

Westmount Partners first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $447K in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Westmount Partners held 22,351 shares of Nu Holdings worth $299K as of Q2 2026.
  • Westmount Partners left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #213 holding.
  • Westmount Partners first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
  • Westmount Partners's Nu Holdings position peaked at $447K in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.