Aigen Investment Management’s Nu Holdings NU Stock Holding History

Aigen Investment 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	$274K	Sell	20,519 -183,459	-90%	-$2.47M	0.08%	343
2026 Q1	$2.93M	Buy	203,978 +182,419	+846%	+$2.96M	0.75%	22
2025 Q4	$361K	Sell	21,559 -115,875	-84%	-$1.86M	0.08%	301
2025 Q3	$2.2M	Sell	137,434 -91,423	-40%	-$1.28M	0.34%	57
2025 Q2	$3.14M	Buy	+228,857	New	+$2.74M	0.43%	37
2025 Q1	–	Sell	-91,055	Closed	-$943K	–	944
2024 Q4	$943K	Buy	91,055 +31,393	+53%	+$418K	0.17%	187
2024 Q3	$814K	Buy	+59,662	New	+$803K	0.16%	187
2024 Q2	–	Sell	-69,166	Closed	-$825K	–	948
2024 Q1	$825K	Buy	69,166 +48,221	+230%	+$492K	0.18%	179
2023 Q4	$174K	Sell	20,945 -309,206	-94%	-$2.5M	0.03%	682
2023 Q3	$2.39M	Buy	330,151 +137,055	+71%	+$1.03M	0.45%	23
2023 Q2	$1.52M	Buy	193,096 +59,268	+44%	+$364K	0.23%	128
2023 Q1	$637K	Buy	133,828 +95,913	+253%	+$427K	0.09%	270
2022 Q4	$154K	Buy	+37,915	New	+$165K	0.02%	476

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

Aigen Investment Management's NU Position: Q2 2026 in Review

Aigen Investment Management reduced its Nu Holdings (NU) stake by 90% in Q2 2026, selling an estimated $2.47M and leaving 20,519 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #343.

Aigen Investment Management first reported a position in NU in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.14M in Q2 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Aigen Investment Management held 20,519 shares of Nu Holdings worth $274K as of Q2 2026.
Aigen Investment Management sold 183,459 Nu Holdings shares in Q2 2026, an estimated $2.47M.
Nu Holdings made up 0.08% of Aigen Investment Management's portfolio in Q2 2026, its #343 holding.
Aigen Investment Management first reported a position in Nu Holdings in Q4 2022 and has held it in 13 quarters since.
Aigen Investment Management's Nu Holdings position peaked at $3.14M in Q2 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.