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LRI Investments’s Nu Holdings NU Stock Holding History

LRI Investments’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 		$293K Sell
21,900
-4,625
-17% -$62.3K 0.02% 262
2026
Q1 		$381K Sell
26,525
-6,684
-20% -$108K 0.03% 205
2025
Q4 		$556K Buy
33,209
+5,969
+22% +$95.9K 0.04% 167
2025
Q3 		$436K Sell
27,240
-379
-1% -$5.29K 0.04% 194
2025
Q2 		$379K Buy
27,619
+14,164
+105% +$170K 0.03% 203
2025
Q1 		$138K Sell
13,455
-2,745
-17% -$32.4K 0.01% 340
2024
Q4 		$168K Sell
16,200
-8,783
-35% -$117K 0.02% 307
2024
Q3 		$379K Buy
24,983
+743
+3% +$10K 0.04% 186
2024
Q2 		$312K Buy
24,240
+16,591
+217% +$193K 0.04% 177
2024
Q1 		$91.3K Buy
+7,649
New +$78.1K 0.02% 213

Other funds holding NU

CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

LRI Investments's NU Position: Q2 2026 in Review

LRI Investments reduced its Nu Holdings (NU) stake by 17% in Q2 2026, selling an estimated $62.3K and leaving 21,900 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #262.

LRI Investments first reported a position in NU in Q1 2024 and has held it in 10 quarters since. The position peaked at $556K in Q4 2025. 255 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • LRI Investments held 21,900 shares of Nu Holdings worth $293K as of Q2 2026.
  • LRI Investments sold 4,625 Nu Holdings shares in Q2 2026, an estimated $62.3K.
  • Nu Holdings made up 0.02% of LRI Investments's portfolio in Q2 2026, its #262 holding.
  • LRI Investments first reported a position in Nu Holdings in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Nu Holdings position peaked at $556K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.