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Innovative Asset Advisors Group’s Nu Holdings NU Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-36
Closed -$517 – 772
2026
Q1 		$517 Buy
+36
New +$584 ﹤0.01% 988

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Innovative Asset Advisors Group's NU Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 36 shares — an estimated $517 sold.

Innovative Asset Advisors Group first reported a position in NU in Q1 2026 and held it in 1 quarter. The position peaked at $517 in Q1 2026. 790 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 36 Nu Holdings shares in Q2 2026, an estimated $517.
  • Innovative Asset Advisors Group first reported a position in Nu Holdings in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Nu Holdings position peaked at $517 in Q1 2026.
  • 790 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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