Schwartz Investment Counsel’s Nu Holdings NU Stock Holding History

Schwartz Investment Counsel’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	$3.7M	Buy	277,000 +59,400	+27%	+$801K	0.12%	84
2026 Q1	$3.13M	Hold	217,600	–	–	0.11%	87
2025 Q4	$3.64M	Hold	217,600	–	–	0.13%	92
2025 Q3	$3.48M	Buy	217,600 +33,100	+18%	+$462K	0.12%	90
2025 Q2	$2.53M	Hold	184,500	–	–	0.08%	88
2025 Q1	$1.89M	Buy	184,500 +10,000	+6%	+$118K	0.06%	92
2024 Q4	$1.81M	Buy	174,500 +46,200	+36%	+$614K	0.07%	90
2024 Q3	$1.75M	Buy	+128,300	New	+$1.73M	0.06%	93

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

Schwartz Investment Counsel's NU Position: Q2 2026 in Review

Schwartz Investment Counsel increased its Nu Holdings (NU) stake by 27% in Q2 2026, buying an estimated $801K and bringing the position to 277,000 shares worth $3.7M. The position accounts for 0.12% of the portfolio, ranked #84.

Schwartz Investment Counsel first reported a position in NU in Q3 2024 and has held it in 8 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Schwartz Investment Counsel held 277,000 shares of Nu Holdings worth $3.7M as of Q2 2026.
Schwartz Investment Counsel bought 59,400 Nu Holdings shares in Q2 2026, an estimated $801K.
Nu Holdings made up 0.12% of Schwartz Investment Counsel's portfolio in Q2 2026, its #84 holding.
Schwartz Investment Counsel first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.