American Trust’s Nu Holdings NU Stock Holding History

American Trust’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	$149K	Sell	11,169 -700	-6%	-$9.44K	0.01%	329
2026 Q1	$171K	Sell	11,869 -230	-2%	-$3.73K	0.02%	307
2025 Q4	$203K	Buy	+12,099	New	+$194K	0.02%	319
2025 Q3	–	Sell	-10,190	Closed	-$140K	–	348
2025 Q2	$140K	Buy	+10,190	New	+$122K	0.01%	295
2025 Q1	–	Sell	-13,610	Closed	-$141K	–	237
2024 Q4	$141K	Sell	13,610 -3,313	-20%	-$44.1K	0.01%	309
2024 Q3	$231K	Sell	16,923 -1,180	-7%	-$15.9K	0.02%	230
2024 Q2	$233K	Buy	+18,103	New	+$211K	0.02%	204

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

American Trust's NU Position: Q2 2026 in Review

American Trust reduced its Nu Holdings (NU) stake by 5.9% in Q2 2026, selling an estimated $9.44K and leaving 11,169 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #329.

American Trust first reported a position in NU in Q2 2024 and has held it in 7 quarters since. The position peaked at $233K in Q2 2024. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

American Trust held 11,169 shares of Nu Holdings worth $149K as of Q2 2026.
American Trust sold 700 Nu Holdings shares in Q2 2026, an estimated $9.44K.
Nu Holdings made up 0.01% of American Trust's portfolio in Q2 2026, its #329 holding.
American Trust first reported a position in Nu Holdings in Q2 2024 and has held it in 7 quarters since.
American Trust's Nu Holdings position peaked at $233K in Q2 2024.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.