Nisa Investment Advisors’s Nu Holdings NU Stock Holding History

Nisa 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	$295K	Sell	22,069 -6,824	-24%	-$92K	﹤0.01%	1120
2026 Q1	$415K	Sell	28,893 -181,802	-86%	-$2.95M	﹤0.01%	1018
2025 Q4	$3.53M	Sell	210,695 -7,008	-3%	-$113K	0.01%	485
2025 Q3	$3.49M	Buy	217,703 +129,903	+148%	+$1.81M	0.01%	497
2025 Q2	$1.2M	Buy	87,800 +81,800	+1,363%	+$979K	0.01%	757
2025 Q1	$61.4K	Buy	+6,000	New	+$70.9K	﹤0.01%	1541
2023 Q1	–	Sell	-1,277,000	Closed	-$5.2M	–	2640
2022 Q4	$5.2M	Buy	+1,277,000	New	+$5.55M	0.04%	415

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nisa Investment Advisors's NU Position: Q2 2026 in Review

Nisa Investment Advisors reduced its Nu Holdings (NU) stake by 24% in Q2 2026, selling an estimated $92K and leaving 22,069 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

Nisa Investment Advisors first reported a position in NU in Q4 2022 and has held it in 7 quarters since. The position peaked at $5.2M in Q4 2022. 412 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Nisa Investment Advisors held 22,069 shares of Nu Holdings worth $295K as of Q2 2026.
Nisa Investment Advisors sold 6,824 Nu Holdings shares in Q2 2026, an estimated $92K.
Nu Holdings made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1120 holding.
Nisa Investment Advisors first reported a position in Nu Holdings in Q4 2022 and has held it in 7 quarters since.
Nisa Investment Advisors's Nu Holdings position peaked at $5.2M in Q4 2022.
412 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.