Investment Management Associates’s Nu Holdings NU Stock Holding History

Investment Management Associates’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	$16.8M	Buy	1,256,018 +182,401	+17%	+$2.46M	3.44%	15
2026 Q1	$15.4M	Buy	1,073,617 +144,894	+16%	+$2.35M	3.67%	12
2025 Q4	$15.5M	Buy	928,723 +430,383	+86%	+$6.92M	4.29%	11
2025 Q3	$7.98M	Buy	+498,340	New	+$6.95M	2.35%	16

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 $3.37T AUM 44.26% 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

Investment Management Associates's NU Position: Q2 2026 in Review

Investment Management Associates increased its Nu Holdings (NU) stake by 17% in Q2 2026, buying an estimated $2.46M and bringing the position to 1,256,018 shares worth $16.8M. The position accounts for 3.44% of the portfolio, ranked #15.

Investment Management Associates first reported a position in NU in Q3 2025 and has held it in 4 quarters since. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Investment Management Associates held 1,256,018 shares of Nu Holdings worth $16.8M as of Q2 2026.
Investment Management Associates bought 182,401 Nu Holdings shares in Q2 2026, an estimated $2.46M.
Nu Holdings made up 3.44% of Investment Management Associates's portfolio in Q2 2026, its #15 holding.
Investment Management Associates first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Investment Management Associates's 13F filing for Q2 2026, filed 3 Aug 2026.