Diversified Trust
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Diversified Trust’s Nu Holdings NU Stock Holding History

Diversified Trust’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
Q3 		$1.7M Buy
+134,344
New +$1.9M 0.04% 276

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Diversified Trust's NU Position: Q3 2026 in Review

Diversified Trust opened a new position in Nu Holdings (NU) in Q3 2026: 134,344 shares worth $1.7M. The stake represents 0.04% of the portfolio and ranks #276 among its holdings.

452 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Diversified Trust held 134,344 shares of Nu Holdings worth $1.7M as of Q3 2026.
  • Nu Holdings was a new Diversified Trust position in Q3 2026.
  • Nu Holdings made up 0.04% of Diversified Trust's portfolio in Q3 2026, its #276 holding.
  • 452 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.