Leavell Investment Management’s Nu Holdings NU Stock Holding History

Leavell 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	$629K	Buy	47,079 +12,191	+35%	+$164K	0.02%	395
2026 Q1	$501K	Buy	34,888 +3,673	+12%	+$59.5K	0.02%	417
2025 Q4	$523K	Buy	31,215 +3,000	+11%	+$48.2K	0.02%	396
2025 Q3	$452K	Buy	28,215 +50	+0.2%	+$697	0.02%	432
2025 Q2	$386K	Buy	28,165 +3,375	+14%	+$40.4K	0.02%	450
2025 Q1	$254K	Buy	+24,790	New	+$293K	0.01%	488

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

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

Leavell Investment Management increased its Nu Holdings (NU) stake by 35% in Q2 2026, buying an estimated $164K and bringing the position to 47,079 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #395.

Leavell Investment Management first reported a position in NU in Q1 2025 and has held it in 6 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Leavell Investment Management held 47,079 shares of Nu Holdings worth $629K as of Q2 2026.
Leavell Investment Management bought 12,191 Nu Holdings shares in Q2 2026, an estimated $164K.
Nu Holdings made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #395 holding.
Leavell Investment Management first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.