Atria Investments’s Nu Holdings NU Stock Holding History

Atria Investments’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	$1.04M	Sell	77,886 -21,659	-22%	-$292K	0.01%	1091
2026 Q1	$1.43M	Buy	99,545 +11,735	+13%	+$190K	0.02%	870
2025 Q4	$1.47M	Buy	87,810 +12,660	+17%	+$203K	0.02%	872
2025 Q3	$1.2M	Buy	75,150 +18,458	+33%	+$257K	0.01%	955
2025 Q2	$778K	Sell	56,692 -2,168	-4%	-$26K	0.01%	1176
2025 Q1	$603K	Sell	58,860 -20,965	-26%	-$248K	0.01%	1245
2024 Q4	$827K	Sell	79,825 -27,763	-26%	-$369K	0.01%	1083
2024 Q3	$1.47M	Sell	107,588 -13,905	-11%	-$187K	0.02%	786
2024 Q2	$1.57M	Buy	121,493 +3,732	+3%	+$43.5K	0.02%	739
2024 Q1	$1.4M	Buy	+117,761	New	+$1.2M	0.02%	796

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

Atria Investments's NU Position: Q2 2026 in Review

Atria Investments reduced its Nu Holdings (NU) stake by 22% in Q2 2026, selling an estimated $292K and leaving 77,886 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1091.

Atria Investments first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.57M in Q2 2024. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Atria Investments held 77,886 shares of Nu Holdings worth $1.04M as of Q2 2026.
Atria Investments sold 21,659 Nu Holdings shares in Q2 2026, an estimated $292K.
Nu Holdings made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1091 holding.
Atria Investments first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Atria Investments's Nu Holdings position peaked at $1.57M in Q2 2024.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.