Rothwell Investment Advisors, LLC’s Nu Holdings NU Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$51	Buy	+4	New	+$57	﹤0.01%	1118

Other funds holding NU

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Nu Holdings (NU) in Q3 2026: 4 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings.

360 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Rothwell Investment Advisors, LLC held 4 shares of Nu Holdings worth $51 as of Q3 2026.
Nu Holdings was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Nu Holdings made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1118 holding.
360 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.