Mount Lucas Management’s Nu Holdings NU Stock Holding History

Mount Lucas Management’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	$1.2M	Buy	90,000 +42,900	+91%	+$578K	0.43%	68
2026 Q1	$677K	Hold	47,100	–	–	0.25%	116
2025 Q4	$788K	Sell	47,100 -2,900	-6%	-$46.6K	0.32%	121
2025 Q3	$801K	Hold	50,000	–	–	0.33%	106
2025 Q2	$686K	Hold	50,000	–	–	0.29%	116
2025 Q1	$512K	Buy	50,000 +15,000	+43%	+$177K	0.16%	118
2024 Q4	$363K	Hold	35,000	–	–	0.13%	113
2024 Q3	$478K	Buy	+35,000	New	+$471K	0.16%	124

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

Mount Lucas Management's NU Position: Q2 2026 in Review

Mount Lucas Management increased its Nu Holdings (NU) stake by 91% in Q2 2026, buying an estimated $578K and bringing the position to 90,000 shares worth $1.2M. The position accounts for 0.43% of the portfolio, ranked #68.

Mount Lucas Management first reported a position in NU in Q3 2024 and has held it in 8 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Mount Lucas Management held 90,000 shares of Nu Holdings worth $1.2M as of Q2 2026.
Mount Lucas Management bought 42,900 Nu Holdings shares in Q2 2026, an estimated $578K.
Nu Holdings made up 0.43% of Mount Lucas Management's portfolio in Q2 2026, its #68 holding.
Mount Lucas Management first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.