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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
Q1 		$15.8K Sell
1,100
-32,900
-97% -$533K ﹤0.01% 387
2025
Q4 		$569K Sell
34,000
-28,100
-45% -$452K 0.05% 220
2025
Q3 		$994K Buy
62,100
+27,500
+79% +$384K 0.08% 174
2025
Q2 		$475K Buy
+34,600
New +$414K 0.04% 262

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Limestone Investment Advisors's NU Position: Q1 2026 in Review

Limestone Investment Advisors held its Nu Holdings (NU) position steady in Q1 2026 at 28,277 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #233.

Limestone Investment Advisors first reported a position in NU in Q3 2025 and has held it in 3 quarters since. The position peaked at $473K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Limestone Investment Advisors held 28,277 shares of Nu Holdings worth $406K as of Q1 2026.
  • Limestone Investment Advisors left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up 0.03% of Limestone Investment Advisors's portfolio in Q1 2026, its #233 holding.
  • Limestone Investment Advisors first reported a position in Nu Holdings in Q3 2025 and has held it in 3 quarters since.
  • Limestone Investment Advisors's Nu Holdings position peaked at $473K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.