Mercer Global Advisors’s Nu Holdings NU Stock Holding History

Mercer Global 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	$2.51M	Sell	187,815 -78,344	-29%	-$1.06M	﹤0.01%	1210
2026 Q1	$3.82M	Buy	266,159 +26,153	+11%	+$424K	0.01%	880
2025 Q4	$4.09M	Buy	240,006 +59,697	+33%	+$959K	0.01%	789
2025 Q3	$2.89M	Buy	180,309 +3,401	+2%	+$47.4K	﹤0.01%	885
2025 Q2	$2.43M	Buy	176,908 +9,875	+6%	+$118K	﹤0.01%	807
2025 Q1	$1.71M	Sell	167,033 -10,141	-6%	-$120K	﹤0.01%	892
2024 Q4	$1.84M	Buy	177,174 +164,001	+1,245%	+$2.18M	﹤0.01%	861
2024 Q3	$177K	Buy	+13,173	New	+$177K	﹤0.01%	1828

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 $3.37T AUM 44.26% 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

Mercer Global Advisors's NU Position: Q2 2026 in Review

Mercer Global Advisors reduced its Nu Holdings (NU) stake by 29% in Q2 2026, selling an estimated $1.06M and leaving 187,815 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

Mercer Global Advisors first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.09M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Mercer Global Advisors held 187,815 shares of Nu Holdings worth $2.51M as of Q2 2026.
Mercer Global Advisors sold 78,344 Nu Holdings shares in Q2 2026, an estimated $1.06M.
Nu Holdings made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1210 holding.
Mercer Global Advisors first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
Mercer Global Advisors's Nu Holdings position peaked at $4.09M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.