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Investment House LLC’s Nu Holdings NU Stock Holding History

Investment House LLC’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 		$30.8M Sell
2,306,445
-273,273
-11% -$3.68M 1.39% 15
2026
Q1 		$37.1M Sell
2,579,718
-8,973
-0.3% -$145K 1.93% 11
2025
Q4 		$43.3M Buy
2,588,691
+31,872
+1% +$512K 2.06% 11
2025
Q3 		$40.9M Sell
2,556,819
-40,897
-2% -$571K 1.94% 10
2025
Q2 		$35.6M Buy
2,597,716
+115,342
+5% +$1.38M 1.8% 12
2025
Q1 		$25.4M Buy
2,482,374
+141,432
+6% +$1.67M 1.45% 20
2024
Q4 		$24.3M Buy
2,340,942
+51,385
+2% +$683K 1.32% 20
2024
Q3 		$31.3M Sell
2,289,557
-106,958
-4% -$1.44M 1.69% 14
2024
Q2 		$30.9M Buy
2,396,515
+271,481
+13% +$3.16M 1.76% 12
2024
Q1 		$25.4M Buy
2,125,034
+144,111
+7% +$1.47M 1.49% 15
2023
Q4 		$16.5M Buy
1,980,923
+495,935
+33% +$4.01M 1.17% 20
2023
Q3 		$10.8M Buy
1,484,988
+103,864
+8% +$777K 0.85% 32
2023
Q2 		$10.9M Buy
1,381,124
+1,256,124
+1,005% +$7.72M 0.82% 37
2023
Q1 		$595K Buy
+125,000
New +$557K 0.05% 138

Other funds holding NU

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
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
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM
SH
Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

Investment House LLC's NU Position: Q2 2026 in Review

Investment House LLC reduced its Nu Holdings (NU) stake by 11% in Q2 2026, selling an estimated $3.68M and leaving 2,306,445 shares worth $30.8M. The position accounts for 1.39% of the portfolio, ranked #15.

Investment House LLC first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $43.3M in Q4 2025. 249 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Investment House LLC held 2,306,445 shares of Nu Holdings worth $30.8M as of Q2 2026.
  • Investment House LLC sold 273,273 Nu Holdings shares in Q2 2026, an estimated $3.68M.
  • Nu Holdings made up 1.39% of Investment House LLC's portfolio in Q2 2026, its #15 holding.
  • Investment House LLC first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
  • Investment House LLC's Nu Holdings position peaked at $43.3M in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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