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Optas LLC’s Nu Holdings NU Stock Holding History

Optas LLC’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 		$143K Sell
10,723
-3,159
-23% -$42.6K 0.02% 474
2026
Q1 		$199K Buy
+13,882
New +$225K 0.03% 458
2022
Q4 		– Sell
-35,665
Closed -$157K – 149
2022
Q3 		$157K Buy
+35,665
New +$164K 0.07% 128

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Optas LLC's NU Position: Q2 2026 in Review

Optas LLC reduced its Nu Holdings (NU) stake by 23% in Q2 2026, selling an estimated $42.6K and leaving 10,723 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #474.

Optas LLC first reported a position in NU in Q3 2022 and has held it in 3 quarters since. The position peaked at $199K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Optas LLC held 10,723 shares of Nu Holdings worth $143K as of Q2 2026.
  • Optas LLC sold 3,159 Nu Holdings shares in Q2 2026, an estimated $42.6K.
  • Nu Holdings made up 0.02% of Optas LLC's portfolio in Q2 2026, its #474 holding.
  • Optas LLC first reported a position in Nu Holdings in Q3 2022 and has held it in 3 quarters since.
  • Optas LLC's Nu Holdings position peaked at $199K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.