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Rachor Investment Advisory Services’s Nu Holdings NU Stock Holding History

Rachor Investment Advisory Services’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 		$13.4K Sell
1,000
-224
-18% -$3.02K 0.01% 94
2026
Q1 		$17.6K Buy
1,224
+83
+7% +$1.34K 0.01% 95
2025
Q4 		$19.1K Buy
+1,141
New +$18.3K 0.01% 83

Other funds holding NU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Rachor Investment Advisory Services's NU Position: Q2 2026 in Review

Rachor Investment Advisory Services reduced its Nu Holdings (NU) stake by 18% in Q2 2026, selling an estimated $3.02K and leaving 1,000 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #94.

Rachor Investment Advisory Services first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.1K in Q4 2025. 350 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Rachor Investment Advisory Services held 1,000 shares of Nu Holdings worth $13.4K as of Q2 2026.
  • Rachor Investment Advisory Services sold 224 Nu Holdings shares in Q2 2026, an estimated $3.02K.
  • Nu Holdings made up 0.01% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #94 holding.
  • Rachor Investment Advisory Services first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Rachor Investment Advisory Services's Nu Holdings position peaked at $19.1K in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.