EI
NU icon

Ethic Inc’s Nu Holdings NU Stock Holding History

Ethic 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 		$986K Buy
73,783
+4,431
+6% +$59.7K 0.01% 714
2026
Q1 		$997K Buy
69,352
+1,826
+3% +$29.6K 0.02% 659
2025
Q4 		$1.13M Buy
67,526
+1,372
+2% +$22.1K 0.02% 603
2025
Q3 		$1.06M Sell
66,154
-9,831
-13% -$137K 0.02% 612
2025
Q2 		$1.01M Sell
75,985
-112,336
-60% -$1.35M 0.02% 613
2025
Q1 		$1.96M Buy
188,321
+26,177
+16% +$309K 0.04% 417
2024
Q4 		$1.68M Buy
162,144
+25,979
+19% +$346K 0.03% 453
2024
Q3 		$1.62M Sell
136,165
-52,005
-28% -$700K 0.04% 442
2024
Q2 		$2.43M Buy
188,170
+52,005
+38% +$605K 0.06% 344
2024
Q1 		$1.62M Buy
136,165
+26,279
+24% +$268K 0.04% 443
2023
Q4 		$915K Buy
109,886
+37,998
+53% +$307K 0.03% 559
2023
Q3 		$521K Buy
+71,888
New +$538K 0.02% 667

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

Ethic Inc's NU Position: Q2 2026 in Review

Ethic Inc increased its Nu Holdings (NU) stake by 6.4% in Q2 2026, buying an estimated $59.7K and bringing the position to 73,783 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #714.

Ethic Inc first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.43M in Q2 2024. 230 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Ethic Inc held 73,783 shares of Nu Holdings worth $986K as of Q2 2026.
  • Ethic Inc bought 4,431 Nu Holdings shares in Q2 2026, an estimated $59.7K.
  • Nu Holdings made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #714 holding.
  • Ethic Inc first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
  • Ethic Inc's Nu Holdings position peaked at $2.43M in Q2 2024.
  • 230 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.