HighTower Advisors
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HighTower Advisors’s Nu Holdings NU Stock Holding History

HighTower 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 		$11.9M Sell
890,159
-21,656
-2% -$292K 0.01% 854
2026
Q1 		$13.1M Sell
911,815
-16,290
-2% -$264K 0.01% 769
2025
Q4 		$15.5M Buy
928,105
+13,494
+1% +$217K 0.02% 697
2025
Q3 		$14.6M Buy
914,611
+15,749
+2% +$220K 0.02% 707
2025
Q2 		$12.3M Buy
898,862
+115,570
+15% +$1.38M 0.02% 724
2025
Q1 		$8.02M Buy
783,292
+2,642
+0.3% +$31.2K 0.01% 857
2024
Q4 		$8.09M Sell
780,650
-163,119
-17% -$2.17M 0.01% 839
2024
Q3 		$12.9M Buy
943,769
+2,419
+0.3% +$32.5K 0.02% 654
2024
Q2 		$12.1M Sell
941,350
-122,637
-12% -$1.43M 0.02% 641
2024
Q1 		$12.7M Sell
1,063,987
-114,313
-10% -$1.17M 0.02% 602
2023
Q4 		$9.81M Buy
1,178,300
+480,666
+69% +$3.88M 0.02% 710
2023
Q3 		$5.06M Buy
697,634
+300,792
+76% +$2.25M 0.01% 931
2023
Q2 		$3.13M Buy
396,842
+44,764
+13% +$275K 0.01% 1112
2023
Q1 		$1.68M Buy
352,078
+93,667
+36% +$417K ﹤0.01% 1384
2022
Q4 		$1.05M Buy
258,411
+133,626
+107% +$581K ﹤0.01% 1643
2022
Q3 		$547K Buy
124,785
+90,923
+269% +$417K ﹤0.01% 1960
2022
Q2 		$125K Buy
33,862
+32
+0.1% +$162 ﹤0.01% 2741
2022
Q1 		$265K Buy
+33,830
New +$271K ﹤0.01% 2620

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

HighTower Advisors's NU Position: Q2 2026 in Review

HighTower Advisors reduced its Nu Holdings (NU) stake by 2.4% in Q2 2026, selling an estimated $292K and leaving 890,159 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #854.

HighTower Advisors first reported a position in NU in Q1 2022 and has held it in 18 quarters since. The position peaked at $15.5M in Q4 2025. 388 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • HighTower Advisors held 890,159 shares of Nu Holdings worth $11.9M as of Q2 2026.
  • HighTower Advisors sold 21,656 Nu Holdings shares in Q2 2026, an estimated $292K.
  • Nu Holdings made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #854 holding.
  • HighTower Advisors first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
  • HighTower Advisors's Nu Holdings position peaked at $15.5M in Q4 2025.
  • 388 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.