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Anchor Investment Management’s Nu Holdings NU Stock Holding History

Anchor 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 		$32.1K Hold
2,400
– – ﹤0.01% 707
2026
Q1 		$34.5K Hold
2,400
– – ﹤0.01% 646
2025
Q4 		$40.2K Hold
2,400
– – ﹤0.01% 620
2025
Q3 		$38.4K Hold
2,400
– – ﹤0.01% 625
2025
Q2 		$32.9K Hold
2,400
– – ﹤0.01% 639
2025
Q1 		$24.6K Hold
2,400
– – ﹤0.01% 675
2024
Q4 		$24.9K Hold
2,400
– – ﹤0.01% 678
2024
Q3 		$32.8K Hold
2,400
– – ﹤0.01% 629
2024
Q2 		$30.9K Hold
2,400
– – ﹤0.01% 581
2024
Q1 		$28.6K Buy
+2,400
New +$24.5K ﹤0.01% 622

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

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

Anchor Investment Management held its Nu Holdings (NU) position steady in Q2 2026 at 2,400 shares worth $32.1K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Anchor Investment Management first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.2K in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Anchor Investment Management held 2,400 shares of Nu Holdings worth $32.1K as of Q2 2026.
  • Anchor Investment Management left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #707 holding.
  • Anchor Investment Management first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
  • Anchor Investment Management's Nu Holdings position peaked at $40.2K in Q4 2025.
  • 859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.