AssuredPartners Investment Advisors’s Nu Holdings NU Stock Holding History

AssuredPartners Investment Advisors’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	$172K	Sell	12,860 -76	-0.6%	-$1.02K	0.02%	406
2026 Q1	$184K	Sell	12,936 -60	-0.5%	-$973	0.02%	392
2025 Q4	$218K	Hold	12,996	–	–	0.03%	322
2025 Q3	$208K	Sell	12,996 -270	-2%	-$3.77K	0.05%	258
2025 Q2	$182K	Sell	13,266 -2,393	-15%	-$28.7K	0.04%	235
2025 Q1	$160K	Buy	+15,659	New	+$185K	0.03%	319

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's NU Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Nu Holdings (NU) stake by 0.59% in Q2 2026, selling an estimated $1.02K and leaving 12,860 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #406.

AssuredPartners Investment Advisors first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $218K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

AssuredPartners Investment Advisors held 12,860 shares of Nu Holdings worth $172K as of Q2 2026.
AssuredPartners Investment Advisors sold 76 Nu Holdings shares in Q2 2026, an estimated $1.02K.
Nu Holdings made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #406 holding.
AssuredPartners Investment Advisors first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Nu Holdings position peaked at $218K in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.