Whipplewood Advisors’s Nu Holdings NU Stock Holding History

Whipplewood 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	$3.23K	Sell	242 -4,810	-95%	-$64.8K	﹤0.01%	369
2026 Q1	$72.6K	Buy	5,052 +4,752	+1,584%	+$77K	0.04%	224
2025 Q4	$5.02K	Buy	+300	New	+$4.82K	﹤0.01%	304
2025 Q3	–	Sell	-6,223	Closed	-$85.4K	–	889
2025 Q2	$85.4K	Buy	6,223 +2,706	+77%	+$32.4K	0.05%	255
2025 Q1	$62.1K	Sell	3,517 -2,478	-41%	-$29.3K	0.04%	276
2024 Q4	$62.1K	Buy	+5,995	New	+$79.7K	0.04%	282

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

Whipplewood Advisors's NU Position: Q2 2026 in Review

Whipplewood Advisors reduced its Nu Holdings (NU) stake by 95% in Q2 2026, selling an estimated $64.8K and leaving 242 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Whipplewood Advisors first reported a position in NU in Q4 2024 and has held it in 6 quarters since. The position peaked at $85.4K in Q2 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Whipplewood Advisors held 242 shares of Nu Holdings worth $3.23K as of Q2 2026.
Whipplewood Advisors sold 4,810 Nu Holdings shares in Q2 2026, an estimated $64.8K.
Nu Holdings made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #369 holding.
Whipplewood Advisors first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
Whipplewood Advisors's Nu Holdings position peaked at $85.4K in Q2 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.