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Laird Norton Wetherby Trust Company’s Nu Holdings NU Stock Holding History

Laird Norton Wetherby Trust Company’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 		$457K Sell
34,222
-7,977
-19% -$108K 0.01% 736
2026
Q1 		$606K Sell
42,199
-139,035
-77% -$2.25M 0.01% 628
2025
Q4 		$3.03M Buy
+181,234
New +$2.91M 0.06% 238

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Laird Norton Wetherby Trust Company's NU Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Nu Holdings (NU) stake by 19% in Q2 2026, selling an estimated $108K and leaving 34,222 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #736.

Laird Norton Wetherby Trust Company first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.03M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 34,222 shares of Nu Holdings worth $457K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 7,977 Nu Holdings shares in Q2 2026, an estimated $108K.
  • Nu Holdings made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #736 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Nu Holdings position peaked at $3.03M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.