Keystone Investors’s Nu Holdings NU Stock Holding History

Keystone Investors’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
2025 Q4	$7.69M	Buy	459,366 +179,266	+64%	+$2.88M	0.69%	33
2025 Q3	$4.48M	Buy	280,100 +84,000	+43%	+$1.17M	0.52%	39
2025 Q2	$2.69M	Buy	+196,100	New	+$2.35M	0.56%	31
2024 Q2	–	Sell	-268,746	Closed	-$3.21M	–	83
2024 Q1	$3.21M	Buy	268,746 +11,149	+4%	+$114K	0.28%	29
2023 Q4	$2.15M	Buy	+257,597	New	+$2.08M	0.18%	28

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Keystone Investors's NU Position: Q4 2025 in Review

Keystone Investors increased its Nu Holdings (NU) stake by 64% in Q4 2025, buying an estimated $2.88M and bringing the position to 459,366 shares worth $7.69M. The position accounts for 0.69% of the portfolio, ranked #33.

Keystone Investors first reported a position in NU in Q4 2023 and has held it in 5 quarters since. 871 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Keystone Investors held 459,366 shares of Nu Holdings worth $7.69M as of Q4 2025.
Keystone Investors bought 179,266 Nu Holdings shares in Q4 2025, an estimated $2.88M.
Nu Holdings made up 0.69% of Keystone Investors's portfolio in Q4 2025, its #33 holding.
Keystone Investors first reported a position in Nu Holdings in Q4 2023 and has held it in 5 quarters since.
871 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.