Insigneo Advisory Services’s Nu Holdings NU Stock Holding History

Insigneo Advisory Services’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	$770K	Buy	57,636 +8,272	+17%	+$111K	0.03%	364
2026 Q1	$709K	Buy	49,364 +15,311	+45%	+$248K	0.05%	284
2025 Q4	$570K	Sell	34,053 -58,713	-63%	-$944K	0.04%	333
2025 Q3	$1.49M	Buy	92,766 +35,485	+62%	+$495K	0.1%	154
2025 Q2	$786K	Buy	57,281 +15,818	+38%	+$189K	0.07%	228
2025 Q1	$425K	Buy	41,463 +14,889	+56%	+$176K	0.04%	340
2024 Q4	$275K	Sell	26,574 -1,380	-5%	-$18.4K	0.03%	439
2024 Q3	$382K	Buy	27,954 +8,113	+41%	+$109K	0.04%	379
2024 Q2	$212K	Buy	19,841 +2,410	+14%	+$28.1K	0.02%	492
2024 Q1	$208K	Buy	+17,431	New	+$178K	0.02%	453

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

Insigneo Advisory Services's NU Position: Q2 2026 in Review

Insigneo Advisory Services increased its Nu Holdings (NU) stake by 17% in Q2 2026, buying an estimated $111K and bringing the position to 57,636 shares worth $770K. The position accounts for 0.03% of the portfolio, ranked #364.

Insigneo Advisory Services first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.49M in Q3 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Insigneo Advisory Services held 57,636 shares of Nu Holdings worth $770K as of Q2 2026.
Insigneo Advisory Services bought 8,272 Nu Holdings shares in Q2 2026, an estimated $111K.
Nu Holdings made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #364 holding.
Insigneo Advisory Services first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
Insigneo Advisory Services's Nu Holdings position peaked at $1.49M in Q3 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.