Osaic Holdings
NU icon

Osaic Holdings’s Nu Holdings NU Stock Holding History

Osaic Holdings’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 		$1.91M Buy
143,288
+18,967
+15% +$256K ﹤0.01% 2349
2026
Q1 		$1.79M Sell
124,321
-25,139
-17% -$407K ﹤0.01% 2170
2025
Q4 		$2.5M Sell
149,460
-28,025
-16% -$450K ﹤0.01% 1899
2025
Q3 		$2.76M Buy
177,485
+21,149
+14% +$295K ﹤0.01% 1908
2025
Q2 		$2.13M Buy
156,336
+19,209
+14% +$230K ﹤0.01% 1853
2025
Q1 		$1.4M Buy
137,127
+18,121
+15% +$214K ﹤0.01% 1943
2024
Q4 		$1.23M Sell
119,006
-20,522
-15% -$273K ﹤0.01% 2029
2024
Q3 		$1.9M Sell
139,528
-47,003
-25% -$632K ﹤0.01% 1726
2024
Q2 		$2.4M Buy
186,531
+115,979
+164% +$1.35M 0.01% 1487
2024
Q1 		$842K Buy
70,552
+14,773
+26% +$151K ﹤0.01% 2503
2023
Q4 		$465K Sell
55,779
-29,252
-34% -$236K ﹤0.01% 3229
2023
Q3 		$616K Buy
85,031
+52,541
+162% +$393K ﹤0.01% 3067
2023
Q2 		$256K Sell
32,490
-19,714
-38% -$121K ﹤0.01% 3698
2023
Q1 		$247K Buy
52,204
+8,692
+20% +$38.7K ﹤0.01% 3699
2022
Q4 		$177K Sell
43,512
-621
-1% -$2.7K ﹤0.01% 3958
2022
Q3 		$193K Buy
44,133
+13,499
+44% +$62K ﹤0.01% 3780
2022
Q2 		$111K Buy
30,634
+26,304
+607% +$133K ﹤0.01% 4344
2022
Q1 		$34K Sell
4,330
-75,609
-95% -$607K ﹤0.01% 5358
2021
Q4 		$752K Buy
+79,939
New +$785K ﹤0.01% 2668

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

Osaic Holdings's NU Position: Q2 2026 in Review

Osaic Holdings increased its Nu Holdings (NU) stake by 15% in Q2 2026, buying an estimated $256K and bringing the position to 143,288 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Osaic Holdings first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.76M in Q3 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Osaic Holdings held 143,288 shares of Nu Holdings worth $1.91M as of Q2 2026.
  • Osaic Holdings bought 18,967 Nu Holdings shares in Q2 2026, an estimated $256K.
  • Nu Holdings made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2349 holding.
  • Osaic Holdings first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Osaic Holdings's Nu Holdings position peaked at $2.76M in Q3 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.