Rothschild Investment LLC’s Nu Holdings NU Stock Holding History

Rothschild Investment LLC’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	$327K	Sell	24,467 -308	-1%	-$4.15K	0.01%	734
2026 Q1	$356K	Buy	24,775 +225	+0.9%	+$3.65K	0.02%	501
2025 Q4	$411K	Buy	24,550 +516	+2%	+$8.29K	0.02%	417
2025 Q3	$385K	Buy	24,034 +6,363	+36%	+$88.8K	0.02%	413
2025 Q2	$242K	Buy	17,671 +1,046	+6%	+$12.5K	0.02%	465
2025 Q1	$170K	Buy	16,625 +5,279	+47%	+$62.4K	0.01%	532
2024 Q4	$118K	Buy	11,346 +1,633	+17%	+$21.7K	0.01%	600
2024 Q3	$133K	Buy	9,713 +713	+8%	+$9.59K	0.01%	592
2024 Q2	$116K	Buy	9,000 +3,000	+50%	+$34.9K	0.01%	595
2024 Q1	$71.6K	Buy	6,000 +4,500	+300%	+$46K	0.01%	668
2023 Q4	$12.5K	Buy	+1,500	New	+$12.1K	﹤0.01%	953
2022 Q4	–	Sell	-10,500	Closed	-$46K	–	489
2022 Q3	$46K	Hold	10,500	–	–	﹤0.01%	467
2022 Q2	$39K	Hold	10,500	–	–	﹤0.01%	466
2022 Q1	$81K	Buy	+10,500	New	+$84.3K	0.01%	475

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

Rothschild Investment LLC's NU Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Nu Holdings (NU) stake by 1.2% in Q2 2026, selling an estimated $4.15K and leaving 24,467 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #734.

Rothschild Investment LLC first reported a position in NU in Q1 2022 and has held it in 14 quarters since. The position peaked at $411K in Q4 2025. 384 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Rothschild Investment LLC held 24,467 shares of Nu Holdings worth $327K as of Q2 2026.
Rothschild Investment LLC sold 308 Nu Holdings shares in Q2 2026, an estimated $4.15K.
Nu Holdings made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #734 holding.
Rothschild Investment LLC first reported a position in Nu Holdings in Q1 2022 and has held it in 14 quarters since.
Rothschild Investment LLC's Nu Holdings position peaked at $411K in Q4 2025.
384 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.