Horizon Investments’s Nu Holdings NU Stock Holding History

Horizon Investments’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	$7.47M	Buy	28,588 +2,200	+8%	+$29.7K	0.08%	211
2026 Q1	$379K	Buy	26,388 +8,742	+50%	+$142K	﹤0.01%	896
2025 Q4	$295K	Buy	17,646 +1,390	+9%	+$22.3K	﹤0.01%	913
2025 Q3	$260K	Buy	+16,256	New	+$227K	﹤0.01%	894

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 $3.38T AUM 44.17% 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

Horizon Investments's NU Position: Q2 2026 in Review

Horizon Investments increased its Nu Holdings (NU) stake by 8.3% in Q2 2026, buying an estimated $29.7K and bringing the position to 28,588 shares worth $7.47M. The position accounts for 0.08% of the portfolio, ranked #211.

Horizon Investments first reported a position in NU in Q3 2025 and has held it in 4 quarters since. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Horizon Investments held 28,588 shares of Nu Holdings worth $7.47M as of Q2 2026.
Horizon Investments bought 2,200 Nu Holdings shares in Q2 2026, an estimated $29.7K.
Nu Holdings made up 0.08% of Horizon Investments's portfolio in Q2 2026, its #211 holding.
Horizon Investments first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.