Petredis Investment Advisors’s Nu Holdings NU Stock Holding History

Petredis 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	$2.91M	Sell	217,835 -63	-0%	-$849	0.2%	77
2026 Q1	$3.13M	Buy	217,898 +3,485	+2%	+$56.5K	0.26%	74
2025 Q4	$3.59M	Sell	214,413 -2,362	-1%	-$38K	0.28%	69
2025 Q3	$3.47M	Buy	216,775 +2,310	+1%	+$32.2K	0.28%	67
2025 Q2	$2.94M	Buy	+214,465	New	+$2.57M	0.26%	73

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

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

Petredis Investment Advisors reduced its Nu Holdings (NU) stake by 0.03% in Q2 2026, selling an estimated $849 and leaving 217,835 shares worth $2.91M. The position accounts for 0.2% of the portfolio, ranked #77.

Petredis Investment Advisors first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.59M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Petredis Investment Advisors held 217,835 shares of Nu Holdings worth $2.91M as of Q2 2026.
Petredis Investment Advisors sold 63 Nu Holdings shares in Q2 2026, an estimated $849.
Nu Holdings made up 0.2% of Petredis Investment Advisors's portfolio in Q2 2026, its #77 holding.
Petredis Investment Advisors first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
Petredis Investment Advisors's Nu Holdings position peaked at $3.59M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.