Blue Trust Inc’s Nu Holdings NU Stock Holding History

Blue Trust Inc’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	$137K	Sell	10,280 -27,137	-73%	-$366K	﹤0.01%	915
2026 Q1	$538K	Sell	37,417 -1,572	-4%	-$25.5K	0.01%	461
2025 Q4	$653K	Sell	38,989 -3,011	-7%	-$48.4K	0.01%	394
2025 Q3	$672K	Buy	42,000 +10,425	+33%	+$145K	0.01%	395
2025 Q2	$433K	Buy	31,575 +2,524	+9%	+$30.2K	0.01%	499
2025 Q1	$297K	Buy	29,051 +7,267	+33%	+$85.9K	﹤0.01%	570
2024 Q4	$226K	Buy	21,784 +1,011	+5%	+$13.4K	﹤0.01%	603
2024 Q3	$268K	Sell	20,773 -9,866	-32%	-$133K	﹤0.01%	730
2024 Q2	$366K	Buy	30,639 +20,680	+208%	+$241K	0.01%	494
2024 Q1	$119K	Buy	+9,959	New	+$102K	﹤0.01%	661

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

Blue Trust Inc's NU Position: Q2 2026 in Review

Blue Trust Inc reduced its Nu Holdings (NU) stake by 73% in Q2 2026, selling an estimated $366K and leaving 10,280 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Blue Trust Inc first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $672K in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Blue Trust Inc held 10,280 shares of Nu Holdings worth $137K as of Q2 2026.
Blue Trust Inc sold 27,137 Nu Holdings shares in Q2 2026, an estimated $366K.
Nu Holdings made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #915 holding.
Blue Trust Inc first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Blue Trust Inc's Nu Holdings position peaked at $672K in Q3 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.