Parallel Advisors’s Nu Holdings NU Stock Holding History

Parallel 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	$173K	Sell	12,925 -4,125	-24%	-$55.6K	﹤0.01%	1369
2026 Q1	$245K	Buy	17,050 +230	+1%	+$3.73K	﹤0.01%	1057
2025 Q4	$282K	Buy	16,820 +601	+4%	+$9.66K	0.01%	930
2025 Q3	$260K	Buy	16,219 +425	+3%	+$5.93K	﹤0.01%	934
2025 Q2	$217K	Buy	15,794 +2,093	+15%	+$25.1K	﹤0.01%	977
2025 Q1	$140K	Buy	13,701 +1,570	+13%	+$18.6K	﹤0.01%	1119
2024 Q4	$126K	Sell	12,131 -5,065	-29%	-$67.4K	﹤0.01%	1150
2024 Q3	$235K	Buy	17,196 +6,722	+64%	+$90.4K	0.01%	859
2024 Q2	$135K	Sell	10,474 -1,404	-12%	-$16.3K	﹤0.01%	1031
2024 Q1	$142K	Buy	+11,878	New	+$121K	﹤0.01%	1011
2023 Q2	–	Sell	-18,818	Closed	-$89.6K	–	3479
2023 Q1	$89.6K	Hold	18,818	–	–	﹤0.01%	1104
2022 Q4	$76.6K	Hold	18,818	–	–	﹤0.01%	1093
2022 Q3	$83K	Buy	18,818 +200	+1%	+$918	﹤0.01%	1038
2022 Q2	$70K	Buy	+18,618	New	+$94.4K	﹤0.01%	1105

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

Parallel Advisors's NU Position: Q2 2026 in Review

Parallel Advisors reduced its Nu Holdings (NU) stake by 24% in Q2 2026, selling an estimated $55.6K and leaving 12,925 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Parallel Advisors first reported a position in NU in Q2 2022 and has held it in 14 quarters since. The position peaked at $282K in Q4 2025. 388 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Parallel Advisors held 12,925 shares of Nu Holdings worth $173K as of Q2 2026.
Parallel Advisors sold 4,125 Nu Holdings shares in Q2 2026, an estimated $55.6K.
Nu Holdings made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #1369 holding.
Parallel Advisors first reported a position in Nu Holdings in Q2 2022 and has held it in 14 quarters since.
Parallel Advisors's Nu Holdings position peaked at $282K in Q4 2025.
388 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.