TIAM2
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Tru Independence Asset Management 2’s Nu Holdings NU Stock Holding History

Tru Independence Asset Management 2’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 		– Sell
-20,118
Closed -$289K – 99
2026
Q1 		$289K Buy
20,118
+118
+0.6% +$1.91K 0.18% 71
2025
Q4 		$335K Buy
+20,000
New +$321K 0.21% 67

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

Tru Independence Asset Management 2's NU Position: Q2 2026 in Review

Tru Independence Asset Management 2 sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 20,118 shares — an estimated $289K sold.

Tru Independence Asset Management 2 first reported a position in NU in Q4 2025 and held it in 2 quarters. The position peaked at $335K in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Tru Independence Asset Management 2 reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 20,118 Nu Holdings shares in Q2 2026, an estimated $289K.
  • Tru Independence Asset Management 2 first reported a position in Nu Holdings in Q4 2025 and held it in 2 quarters.
  • Tru Independence Asset Management 2's Nu Holdings position peaked at $335K in Q4 2025.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.