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	$536	Buy	+4	New	+$54	﹤0.01%	7630

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

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.