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Concurrent Investment Advisors’s Nu Holdings NU Stock Holding History

Concurrent 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 		$618K Sell
46,245
-77,758
-63% -$1.05M 0.01% 1285
2026
Q1 		$1.78M Buy
124,003
+3,515
+3% +$57K 0.02% 657
2025
Q4 		$2.02M Buy
+120,488
New +$1.94M 0.02% 572
2024
Q2 		– Sell
-50,298
Closed -$600K – 1058
2024
Q1 		$600K Buy
+50,298
New +$514K 0.02% 496

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Nu Holdings (NU) stake by 63% in Q2 2026, selling an estimated $1.05M and leaving 46,245 shares worth $618K. The position accounts for 0.01% of the portfolio, ranked #1285.

Concurrent Investment Advisors first reported a position in NU in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.02M in Q4 2025. 242 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Concurrent Investment Advisors held 46,245 shares of Nu Holdings worth $618K as of Q2 2026.
  • Concurrent Investment Advisors sold 77,758 Nu Holdings shares in Q2 2026, an estimated $1.05M.
  • Nu Holdings made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1285 holding.
  • Concurrent Investment Advisors first reported a position in Nu Holdings in Q1 2024 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Nu Holdings position peaked at $2.02M in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.