MAC
NU icon

Mason & Associates (California)’s Nu Holdings NU Stock Holding History

Mason & Associates (California)’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 		$387K Sell
28,957
-1,826
-6% -$24.6K 0.06% 128
2026
Q1 		$416K Buy
30,783
+808
+3% +$13.1K 0.08% 119
2025
Q4 		$502K Sell
29,975
-293
-1% -$4.71K 0.09% 105
2025
Q3 		$485K Buy
+30,268
New +$422K 0.1% 83

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

Mason & Associates (California)'s NU Position: Q2 2026 in Review

Mason & Associates (California) reduced its Nu Holdings (NU) stake by 5.9% in Q2 2026, selling an estimated $24.6K and leaving 28,957 shares worth $387K. The position accounts for 0.06% of the portfolio, ranked #128.

Mason & Associates (California) first reported a position in NU in Q3 2025 and has held it in 4 quarters since. The position peaked at $502K in Q4 2025. 255 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Mason & Associates (California) held 28,957 shares of Nu Holdings worth $387K as of Q2 2026.
  • Mason & Associates (California) sold 1,826 Nu Holdings shares in Q2 2026, an estimated $24.6K.
  • Nu Holdings made up 0.06% of Mason & Associates (California)'s portfolio in Q2 2026, its #128 holding.
  • Mason & Associates (California) first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
  • Mason & Associates (California)'s Nu Holdings position peaked at $502K in Q4 2025.
  • 255 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.