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Investment Research & Advisory Group’s Nu Holdings NU Stock Holding History

Investment Research & Advisory 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 		$20K Hold
1,500
– – 0.01% 200
2026
Q1 		$21.6K Hold
1,500
– – 0.01% 172
2025
Q4 		$25.1K Hold
1,500
– – 0.01% 158
2025
Q3 		$24K Hold
1,500
– – 0.01% 147
2025
Q2 		$20.6K Buy
1,500
+1,100
+275% +$13.2K 0.01% 148
2025
Q1 		$4.1K Hold
400
– – ﹤0.01% 199
2024
Q4 		$4.14K Buy
+400
New +$5.32K ﹤0.01% 173

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Investment Research & Advisory Group's NU Position: Q2 2026 in Review

Investment Research & Advisory Group held its Nu Holdings (NU) position steady in Q2 2026 at 1,500 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #200.

Investment Research & Advisory Group first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1K in Q4 2025. 225 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Investment Research & Advisory Group held 1,500 shares of Nu Holdings worth $20K as of Q2 2026.
  • Investment Research & Advisory Group left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up 0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #200 holding.
  • Investment Research & Advisory Group first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
  • Investment Research & Advisory Group's Nu Holdings position peaked at $25.1K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.