LIA
NU icon

Limestone Investment Advisors’s Nu Holdings NU Stock Holding History

Limestone Investment Advisors’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 		$454K Buy
33,992
+5,715
+20% +$77K 0.03% 313
2026
Q1 		$406K Hold
28,277
– – 0.03% 233
2025
Q4 		$473K Hold
28,277
– – 0.05% 243
2025
Q3 		$453K Buy
+28,277
New +$394K 0.04% 293

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

Limestone Investment Advisors's NU Position: Q2 2026 in Review

Limestone Investment Advisors increased its Nu Holdings (NU) stake by 20% in Q2 2026, buying an estimated $77K and bringing the position to 33,992 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #313.

Limestone Investment Advisors first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $473K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Limestone Investment Advisors held 33,992 shares of Nu Holdings worth $454K as of Q2 2026.
  • Limestone Investment Advisors bought 5,715 Nu Holdings shares in Q2 2026, an estimated $77K.
  • Nu Holdings made up 0.03% of Limestone Investment Advisors's portfolio in Q2 2026, its #313 holding.
  • Limestone Investment Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
  • Limestone Investment Advisors's Nu Holdings position peaked at $473K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.