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Americana Partners’s Nu Holdings NU Stock Holding History

Americana Partners’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 		$285K Sell
21,316
-10,403
-33% -$140K 0.01% 497
2026
Q1 		$456K Sell
31,719
-15,979
-34% -$259K 0.01% 361
2025
Q4 		$798K Buy
47,698
+15,506
+48% +$249K 0.02% 286
2025
Q3 		$515K Buy
32,192
+5,172
+19% +$72.1K 0.02% 309
2025
Q2 		$371K Hold
27,020
– – 0.01% 340
2025
Q1 		$277K Buy
27,020
+5,602
+26% +$66.2K 0.01% 335
2024
Q4 		$222K Buy
21,418
+5,463
+34% +$72.7K 0.01% 366
2024
Q3 		$218K Buy
15,955
+506
+3% +$6.81K 0.01% 347
2024
Q2 		$199K Buy
15,449
+1,115
+8% +$13K 0.02% 343
2024
Q1 		$171K Hold
14,334
– – 0.01% 336
2023
Q4 		$44.2K Buy
+14,334
New +$116K ﹤0.01% 313

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Americana Partners's NU Position: Q2 2026 in Review

Americana Partners reduced its Nu Holdings (NU) stake by 33% in Q2 2026, selling an estimated $140K and leaving 21,316 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #497.

Americana Partners first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $798K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Americana Partners held 21,316 shares of Nu Holdings worth $285K as of Q2 2026.
  • Americana Partners sold 10,403 Nu Holdings shares in Q2 2026, an estimated $140K.
  • Nu Holdings made up 0.01% of Americana Partners's portfolio in Q2 2026, its #497 holding.
  • Americana Partners first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
  • Americana Partners's Nu Holdings position peaked at $798K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.