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	$3.64M	Buy	272,300 +266,600	+4,677%	+$3.59M	0.27%	73
2026 Q1	$81.9K	Sell	5,700 -31,500	-85%	-$511K	0.01%	357
2025 Q4	$623K	Sell	37,200 -75,600	-67%	-$1.21M	0.06%	202
2025 Q3	$1.81M	Buy	112,800 +71,500	+173%	+$997K	0.14%	127
2025 Q2	$567K	Buy	+41,300	New	+$495K	0.05%	243

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 $3.38T AUM 44.17% 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

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. 862 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.
862 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.