Frank Rimerman Advisors’s Nu Holdings NU Stock Holding History

Frank Rimerman 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	$887K	Sell	66,367 -31,724	-32%	-$428K	0.05%	281
2026 Q1	$1.41M	Buy	98,091 +10,548	+12%	+$171K	0.09%	178
2025 Q4	$1.47M	Buy	87,543 +463	+0.5%	+$7.44K	0.09%	173
2025 Q3	$1.39M	Buy	87,080 +10,842	+14%	+$151K	0.09%	171
2025 Q2	$1.05M	Buy	76,238 +1,063	+1%	+$12.7K	0.07%	204
2025 Q1	$770K	Hold	75,175	–	–	0.06%	237
2024 Q4	$779K	Hold	75,175	–	–	0.06%	227
2024 Q3	$1.03M	Hold	75,175	–	–	0.07%	213
2024 Q2	$969K	Hold	75,175	–	–	0.07%	224
2024 Q1	$897K	Hold	75,175	–	–	0.17%	55
2023 Q4	$626K	Hold	75,175	–	–	0.13%	58
2023 Q3	$545K	Hold	75,175	–	–	0.13%	57
2023 Q2	$593K	Hold	75,175	–	–	0.14%	54
2023 Q1	$358K	Hold	75,175	–	–	0.1%	73
2022 Q4	$306K	Hold	75,175	–	–	0.1%	69
2022 Q3	$331K	Hold	75,175	–	–	0.12%	60
2022 Q2	$281K	Buy	75,175 +11,651	+18%	+$59.1K	0.11%	67
2022 Q1	$490K	Buy	63,524 +48,317	+318%	+$388K	0.16%	75
2021 Q4	$143K	Buy	+15,207	New	+$149K	0.05%	116

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

Frank Rimerman Advisors's NU Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Nu Holdings (NU) stake by 32% in Q2 2026, selling an estimated $428K and leaving 66,367 shares worth $887K. The position accounts for 0.05% of the portfolio, ranked #281.

Frank Rimerman Advisors first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.47M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Frank Rimerman Advisors held 66,367 shares of Nu Holdings worth $887K as of Q2 2026.
Frank Rimerman Advisors sold 31,724 Nu Holdings shares in Q2 2026, an estimated $428K.
Nu Holdings made up 0.05% of Frank Rimerman Advisors's portfolio in Q2 2026, its #281 holding.
Frank Rimerman Advisors first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
Frank Rimerman Advisors's Nu Holdings position peaked at $1.47M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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