Sit Investment Associates’s Nu Holdings NU Stock Holding History

Sit Investment Associates’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	$2.04M	Hold	152,575	–	–	0.04%	301
2026 Q1	$2.19M	Hold	152,575	–	–	0.04%	286
2025 Q4	$2.55M	Sell	152,575 -21,680	-12%	-$348K	0.05%	280
2025 Q3	$2.79M	Sell	174,255 -25,525	-13%	-$356K	0.06%	271
2025 Q2	$2.74M	Sell	199,780 -52,700	-21%	-$631K	0.06%	278
2025 Q1	$2.58M	Sell	252,480 -24,786	-9%	-$293K	0.06%	282
2024 Q4	$2.87M	Buy	277,266 +180,591	+187%	+$2.4M	0.07%	278
2024 Q3	$1.32M	Buy	+96,675	New	+$1.3M	0.03%	357

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

Sit Investment Associates's NU Position: Q2 2026 in Review

Sit Investment Associates held its Nu Holdings (NU) position steady in Q2 2026 at 152,575 shares worth $2.04M. The position accounts for 0.04% of the portfolio, ranked #301.

Sit Investment Associates first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.87M in Q4 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sit Investment Associates held 152,575 shares of Nu Holdings worth $2.04M as of Q2 2026.
Sit Investment Associates left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.04% of Sit Investment Associates's portfolio in Q2 2026, its #301 holding.
Sit Investment Associates first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
Sit Investment Associates's Nu Holdings position peaked at $2.87M in Q4 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sit Investment Associates's 13F filing for Q2 2026, filed 12 Aug 2026.