Williams Jones Wealth Management’s Nu Holdings NU Stock Holding History

Williams Jones 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	$328K	Sell	24,565 -46,250	-65%	-$623K	﹤0.01%	433
2026 Q1	$1.02M	Buy	70,815 +20,060	+40%	+$325K	0.01%	258
2025 Q4	$850K	Buy	50,755 +1,005	+2%	+$16.2K	0.01%	276
2025 Q3	$796K	Buy	49,750 +20,050	+68%	+$280K	0.01%	286
2025 Q2	$407K	Buy	+29,700	New	+$356K	﹤0.01%	376
2024 Q4	–	Sell	-10,000	Closed	-$137K	–	525
2024 Q3	$137K	Buy	+10,000	New	+$135K	﹤0.01%	509

Other funds holding NU

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Williams Jones Wealth Management's NU Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Nu Holdings (NU) stake by 65% in Q2 2026, selling an estimated $623K and leaving 24,565 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Williams Jones Wealth Management first reported a position in NU in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2026. 325 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Williams Jones Wealth Management held 24,565 shares of Nu Holdings worth $328K as of Q2 2026.
Williams Jones Wealth Management sold 46,250 Nu Holdings shares in Q2 2026, an estimated $623K.
Nu Holdings made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #433 holding.
Williams Jones Wealth Management first reported a position in Nu Holdings in Q3 2024 and has held it in 6 quarters since.
Williams Jones Wealth Management's Nu Holdings position peaked at $1.02M in Q1 2026.
325 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.