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Salem Investment Counselors’s Nu Holdings NU Stock Holding History

Salem Investment Counselors’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 		$28.2M Sell
2,108,268
-4,598
-0.2% -$62K 0.7% 29
2026
Q1 		$30.4M Buy
2,112,866
+25,854
+1% +$419K 0.89% 22
2025
Q4 		$34.9M Sell
2,087,012
-52,440
-2% -$843K 0.99% 22
2025
Q3 		$34.3M Sell
2,139,452
-142,784
-6% -$1.99M 0.98% 21
2025
Q2 		$31.3M Buy
2,282,236
+1,023
+0% +$12.2K 0.99% 20
2025
Q1 		$23.4M Buy
2,281,213
+115,100
+5% +$1.36M 0.81% 26
2024
Q4 		$22.4M Sell
2,166,113
-166,644
-7% -$2.22M 0.74% 27
2024
Q3 		$31.8M Buy
2,332,757
+1,831
+0.1% +$24.6K 0.96% 18
2024
Q2 		$30M Buy
2,330,926
+26,996
+1% +$314K 0.97% 19
2024
Q1 		$27.5M Buy
2,303,930
+151,180
+7% +$1.54M 0.9% 23
2023
Q4 		$17.9M Buy
2,152,750
+248,495
+13% +$2.01M 0.61% 28
2023
Q3 		$13.8M Buy
1,904,255
+383,105
+25% +$2.87M 0.53% 33
2023
Q2 		$12M Buy
1,521,150
+253,400
+20% +$1.56M 0.44% 41
2023
Q1 		$6.03M Sell
1,267,750
-33,140
-3% -$148K 0.24% 74
2022
Q4 		$5.29M Buy
1,300,890
+194,780
+18% +$846K 0.23% 73
2022
Q3 		$4.87M Buy
1,106,110
+697,995
+171% +$3.2M 0.22% 74
2022
Q2 		$1.53M Buy
+408,115
New +$2.07M 0.07% 147

Other funds holding NU

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Salem Investment Counselors's NU Position: Q2 2026 in Review

Salem Investment Counselors reduced its Nu Holdings (NU) stake by 0.22% in Q2 2026, selling an estimated $62K and leaving 2,108,268 shares worth $28.2M. The position accounts for 0.7% of the portfolio, ranked #29.

Salem Investment Counselors first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $34.9M in Q4 2025. 262 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Salem Investment Counselors held 2,108,268 shares of Nu Holdings worth $28.2M as of Q2 2026.
  • Salem Investment Counselors sold 4,598 Nu Holdings shares in Q2 2026, an estimated $62K.
  • Nu Holdings made up 0.7% of Salem Investment Counselors's portfolio in Q2 2026, its #29 holding.
  • Salem Investment Counselors first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
  • Salem Investment Counselors's Nu Holdings position peaked at $34.9M in Q4 2025.
  • 262 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.