Kestra Investment Management’s Nu Holdings NU Stock Holding History

Kestra Investment Management’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	$205K	Sell	15,357 -227	-1%	-$3.06K	﹤0.01%	508
2026 Q1	$224K	Buy	15,584 +3,851	+33%	+$62.4K	﹤0.01%	418
2025 Q4	$196K	Buy	+11,733	New	+$189K	﹤0.01%	427
2025 Q1	–	Sell	-1,281	Closed	-$13.3K	–	1250
2024 Q4	$13.3K	Buy	+1,281	New	+$17K	﹤0.01%	786

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

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

Kestra Investment Management reduced its Nu Holdings (NU) stake by 1.5% in Q2 2026, selling an estimated $3.06K and leaving 15,357 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Kestra Investment Management first reported a position in NU in Q4 2024 and has held it in 4 quarters since. The position peaked at $224K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Kestra Investment Management held 15,357 shares of Nu Holdings worth $205K as of Q2 2026.
Kestra Investment Management sold 227 Nu Holdings shares in Q2 2026, an estimated $3.06K.
Nu Holdings made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #508 holding.
Kestra Investment Management first reported a position in Nu Holdings in Q4 2024 and has held it in 4 quarters since.
Kestra Investment Management's Nu Holdings position peaked at $224K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.