Eschler Asset Management’s Nu Holdings NU Stock Holding History

Eschler Asset Management’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	$1.5M	Buy	112,000 +42,000	+60%	+$566K	2.66%	12
2026 Q1	$1.01M	Hold	70,000	–	–	1%	18
2025 Q4	$1.17M	Sell	70,000 -15,615	-18%	-$251K	0.79%	27
2025 Q3	$1.37M	Sell	85,615 -73,119	-46%	-$1.02M	1.02%	17
2025 Q2	$2.18M	Buy	+158,734	New	+$1.9M	1.64%	15
2024 Q2	–	Sell	-116,475	Closed	-$1.39M	–	93
2024 Q1	$1.39M	Buy	+116,475	New	+$1.19M	0.9%	26
2023 Q4	–	Sell	-80,736	Closed	-$585K	–	91
2023 Q3	$585K	Buy	+80,736	New	+$604K	0.68%	35

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

Eschler Asset Management's NU Position: Q2 2026 in Review

Eschler Asset Management increased its Nu Holdings (NU) stake by 60% in Q2 2026, buying an estimated $566K and bringing the position to 112,000 shares worth $1.5M. The position accounts for 2.66% of the portfolio, ranked #12.

Eschler Asset Management first reported a position in NU in Q3 2023 and has held it in 7 quarters since. The position peaked at $2.18M in Q2 2025. 856 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Eschler Asset Management held 112,000 shares of Nu Holdings worth $1.5M as of Q2 2026.
Eschler Asset Management bought 42,000 Nu Holdings shares in Q2 2026, an estimated $566K.
Nu Holdings made up 2.66% of Eschler Asset Management's portfolio in Q2 2026, its #12 holding.
Eschler Asset Management first reported a position in Nu Holdings in Q3 2023 and has held it in 7 quarters since.
Eschler Asset Management's Nu Holdings position peaked at $2.18M in Q2 2025.
856 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Eschler Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.