IPG Investment Advisors’s Nu Holdings NU Stock Holding History

IPG 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	$1.11M	Buy	83,026 +8,880	+12%	+$120K	0.16%	117
2026 Q1	$1.07M	Buy	74,146 +2,055	+3%	+$33.3K	0.18%	112
2025 Q4	$1.21M	Sell	72,091 -12,150	-14%	-$195K	0.21%	102
2025 Q3	$1.35M	Buy	84,241 +47,250	+128%	+$659K	0.24%	88
2025 Q2	$508K	Sell	36,991 -29,861	-45%	-$358K	0.1%	103
2025 Q1	$685K	Buy	66,852 +30,000	+81%	+$355K	0.15%	86
2024 Q4	$382K	Buy	36,852 +100	+0.3%	+$1.33K	0.09%	114
2024 Q3	$502K	Sell	36,752 -5,975	-14%	-$80.4K	0.11%	100
2024 Q2	$551K	Buy	42,727 +3,645	+9%	+$42.4K	0.12%	91
2024 Q1	$466K	Sell	39,082 -328	-0.8%	-$3.35K	0.1%	98
2023 Q4	$328K	Sell	39,410 -4,790	-11%	-$38.7K	0.07%	136
2023 Q3	$320K	Sell	44,200 -1,000	-2%	-$7.48K	0.07%	125
2023 Q2	$357K	Buy	45,200 +6,000	+15%	+$36.9K	0.08%	123
2023 Q1	$187K	Buy	+39,200	New	+$175K	0.04%	148

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

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

IPG Investment Advisors increased its Nu Holdings (NU) stake by 12% in Q2 2026, buying an estimated $120K and bringing the position to 83,026 shares worth $1.11M. The position accounts for 0.16% of the portfolio, ranked #117.

IPG Investment Advisors first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.35M in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

IPG Investment Advisors held 83,026 shares of Nu Holdings worth $1.11M as of Q2 2026.
IPG Investment Advisors bought 8,880 Nu Holdings shares in Q2 2026, an estimated $120K.
Nu Holdings made up 0.16% of IPG Investment Advisors's portfolio in Q2 2026, its #117 holding.
IPG Investment Advisors first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
IPG Investment Advisors's Nu Holdings position peaked at $1.35M in Q3 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.