OneDigital Investment Advisors’s Nu Holdings NU Stock Holding History

OneDigital 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	$769K	Sell	57,547 -21,053	-27%	-$284K	0.01%	851
2026 Q1	$1.13M	Sell	78,600 -363	-0.5%	-$5.88K	0.01%	648
2025 Q4	$1.32M	Buy	78,963 +1,849	+2%	+$29.7K	0.01%	588
2025 Q3	$1.23M	Buy	77,114 +4,056	+6%	+$56.6K	0.01%	586
2025 Q2	$1M	Buy	73,058 +1,281	+2%	+$15.3K	0.01%	636
2025 Q1	$735K	Sell	71,777 -1,549	-2%	-$18.3K	0.01%	719
2024 Q4	$760K	Buy	73,326 +46,849	+177%	+$623K	0.01%	732
2024 Q3	$361K	Buy	26,477 +1,248	+5%	+$16.8K	﹤0.01%	1068
2024 Q2	$325K	Buy	25,229 +12,805	+103%	+$149K	﹤0.01%	1071
2024 Q1	$148K	Buy	12,424 +882	+8%	+$9.01K	﹤0.01%	1048
2023 Q4	$96.1K	Sell	11,542 -43,616	-79%	-$352K	﹤0.01%	1076
2023 Q3	$400K	Buy	55,158 +10,158	+23%	+$76K	0.01%	714
2023 Q2	$355K	Hold	45,000	–	–	0.01%	760
2023 Q1	$214K	Buy	45,000 +1,700	+4%	+$7.58K	0.01%	893
2022 Q4	$176K	Buy	43,300 +33,300	+333%	+$145K	0.01%	782
2022 Q3	$44K	Buy	+10,000	New	+$45.9K	﹤0.01%	743

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

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

OneDigital Investment Advisors reduced its Nu Holdings (NU) stake by 27% in Q2 2026, selling an estimated $284K and leaving 57,547 shares worth $769K. The position accounts for 0.01% of the portfolio, ranked #851.

OneDigital Investment Advisors first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.32M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

OneDigital Investment Advisors held 57,547 shares of Nu Holdings worth $769K as of Q2 2026.
OneDigital Investment Advisors sold 21,053 Nu Holdings shares in Q2 2026, an estimated $284K.
Nu Holdings made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #851 holding.
OneDigital Investment Advisors first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
OneDigital Investment Advisors's Nu Holdings position peaked at $1.32M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.