Winch Advisory Services’s Nu Holdings NU Stock Holding History

Winch Advisory Services’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	$8.02K	Hold	600	–	–	﹤0.01%	355
2026 Q1	$8.62K	Hold	600	–	–	﹤0.01%	335
2025 Q4	$10K	Hold	600	–	–	﹤0.01%	312
2025 Q3	$9.61K	Hold	600	–	–	﹤0.01%	305
2025 Q2	$8.23K	Hold	600	–	–	﹤0.01%	319
2025 Q1	$6.14K	Hold	600	–	–	﹤0.01%	325
2024 Q4	$6.22K	Hold	600	–	–	﹤0.01%	341
2024 Q3	$8.19K	Hold	600	–	–	﹤0.01%	281
2024 Q2	$7.73K	Buy	+600	New	+$6.99K	﹤0.01%	280

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

Winch Advisory Services's NU Position: Q2 2026 in Review

Winch Advisory Services held its Nu Holdings (NU) position steady in Q2 2026 at 600 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Winch Advisory Services first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $10K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Winch Advisory Services held 600 shares of Nu Holdings worth $8.02K as of Q2 2026.
Winch Advisory Services left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #355 holding.
Winch Advisory Services first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Winch Advisory Services's Nu Holdings position peaked at $10K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.