Kentucky Retirement Systems Insurance Trust Fund’s Nu Holdings NU Stock Holding History

Kentucky Retirement Systems Insurance Trust Fund’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	$1.17M	Sell	87,632 -397	-0.5%	-$5.35K	0.07%	238
2026 Q1	$1.26M	Hold	88,029	–	–	0.09%	215
2025 Q4	$1.47M	Hold	88,029	–	–	0.1%	186
2025 Q3	$1.41M	Sell	88,029 -210	-0.2%	-$2.93K	0.09%	197
2025 Q2	$1.21M	Sell	88,239 -6,116	-6%	-$73.2K	0.08%	220
2025 Q1	$966K	Buy	+94,355	New	+$1.12M	0.07%	266

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 $3.38T AUM 44.17% 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

Kentucky Retirement Systems Insurance Trust Fund's NU Position: Q2 2026 in Review

Kentucky Retirement Systems Insurance Trust Fund reduced its Nu Holdings (NU) stake by 0.45% in Q2 2026, selling an estimated $5.35K and leaving 87,632 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #238.

Kentucky Retirement Systems Insurance Trust Fund first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q4 2025. 860 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Kentucky Retirement Systems Insurance Trust Fund held 87,632 shares of Nu Holdings worth $1.17M as of Q2 2026.
Kentucky Retirement Systems Insurance Trust Fund sold 397 Nu Holdings shares in Q2 2026, an estimated $5.35K.
Nu Holdings made up 0.07% of Kentucky Retirement Systems Insurance Trust Fund's portfolio in Q2 2026, its #238 holding.
Kentucky Retirement Systems Insurance Trust Fund first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Kentucky Retirement Systems Insurance Trust Fund's Nu Holdings position peaked at $1.47M in Q4 2025.
860 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Kentucky Retirement Systems Insurance Trust Fund's 13F filing for Q2 2026, filed 14 Aug 2026.