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Stone House Investment Management’s Nu Holdings NU Stock Holding History

Stone House Investment Management’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 		$174 Hold
13
– – ﹤0.01% 1223
2026
Q1 		$187 Sell
13
-23
-64% -$373 ﹤0.01% 951
2025
Q4 		$603 Buy
+36
New +$579 ﹤0.01% 705
2024
Q4 		– Sell
-78
Closed -$1.06K – 256
2024
Q3 		$1.06K Buy
+78
New +$1.05K ﹤0.01% 356

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Stone House Investment Management's NU Position: Q2 2026 in Review

Stone House Investment Management held its Nu Holdings (NU) position steady in Q2 2026 at 13 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

Stone House Investment Management first reported a position in NU in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.06K in Q3 2024. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Stone House Investment Management held 13 shares of Nu Holdings worth $174 as of Q2 2026.
  • Stone House Investment Management left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1223 holding.
  • Stone House Investment Management first reported a position in Nu Holdings in Q3 2024 and has held it in 4 quarters since.
  • Stone House Investment Management's Nu Holdings position peaked at $1.06K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.