WIM
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Westside Investment Management’s Nu Holdings NU Stock Holding History

Westside Investment 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 		$17.4K Hold
1,300
– – ﹤0.01% 969
2026
Q1 		$18.4K Hold
1,300
– – ﹤0.01% 928
2025
Q4 		$22.1K Buy
1,300
+138
+12% +$2.22K ﹤0.01% 834
2025
Q3 		$17.6K Buy
1,162
+576
+98% +$8.04K ﹤0.01% 928
2025
Q2 		$7.99K Buy
+586
New +$7.02K ﹤0.01% 1025
2025
Q1 		– Sell
-50
Closed -$518 – 1000
2024
Q4 		$518 Buy
+50
New +$665 ﹤0.01% 957

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

Westside Investment Management's NU Position: Q2 2026 in Review

Westside Investment Management held its Nu Holdings (NU) position steady in Q2 2026 at 1,300 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Westside Investment Management first reported a position in NU in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.1K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Westside Investment Management held 1,300 shares of Nu Holdings worth $17.4K as of Q2 2026.
  • Westside Investment Management left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #969 holding.
  • Westside Investment Management first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
  • Westside Investment Management's Nu Holdings position peaked at $22.1K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.