Wilmington Savings Fund Society’s Nu Holdings NU Stock Holding History

Wilmington Savings Fund Society’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	$13K	Hold	973	–	–	﹤0.01%	1152
2026 Q1	$14K	Hold	973	–	–	﹤0.01%	1138
2025 Q4	$16.3K	Buy	+973	New	+$15.6K	﹤0.01%	1116
2025 Q3	–	Sell	-17,271	Closed	-$237K	–	1826
2025 Q2	$237K	Buy	17,271 +9,392	+119%	+$112K	﹤0.01%	768
2025 Q1	$80.7K	Buy	7,879 +6,585	+509%	+$77.8K	﹤0.01%	1076
2024 Q4	$13.4K	Sell	1,294 -9,533	-88%	-$127K	﹤0.01%	1597
2024 Q3	$148K	Buy	+10,827	New	+$146K	﹤0.01%	904

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

Wilmington Savings Fund Society's NU Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Nu Holdings (NU) position steady in Q2 2026 at 973 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Wilmington Savings Fund Society first reported a position in NU in Q3 2024 and has held it in 7 quarters since. The position peaked at $237K in Q2 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Wilmington Savings Fund Society held 973 shares of Nu Holdings worth $13K as of Q2 2026.
Wilmington Savings Fund Society left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1152 holding.
Wilmington Savings Fund Society first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
Wilmington Savings Fund Society's Nu Holdings position peaked at $237K in Q2 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.