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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
2025
Q4 		– Sell
-100
Closed -$1.6K – 3478
2025
Q3 		$1.6K Buy
+100
New +$1.4K ﹤0.01% 2368

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
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
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

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. 388 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.
  • 388 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.