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Integrity Investment Advisors’s Nu Holdings NU Stock Holding History

Integrity Investment 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 		$227K Hold
16,976
– – 0.1% 67
2026
Q1 		$244K Sell
16,976
-4,407
-21% -$71.4K 0.13% 66
2025
Q4 		$358K Hold
21,383
– – 0.2% 57
2025
Q3 		$342K Sell
21,383
-4,979
-19% -$69.5K 0.23% 45
2025
Q2 		$362K Buy
+26,362
New +$316K 0.28% 39

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Integrity Investment Advisors's NU Position: Q2 2026 in Review

Integrity Investment Advisors held its Nu Holdings (NU) position steady in Q2 2026 at 16,976 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #67.

Integrity Investment Advisors first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $362K in Q2 2025. 139 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Integrity Investment Advisors held 16,976 shares of Nu Holdings worth $227K as of Q2 2026.
  • Integrity Investment Advisors left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up 0.1% of Integrity Investment Advisors's portfolio in Q2 2026, its #67 holding.
  • Integrity Investment Advisors first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
  • Integrity Investment Advisors's Nu Holdings position peaked at $362K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.