Unison Asset Management’s Nu Holdings NU Stock Holding History

Unison Asset 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	$20.7M	Buy	1,550,846 +137,098	+10%	+$1.85M	8.41%	4
2026 Q1	$20.3M	Buy	1,413,748 +100,599	+8%	+$1.63M	9.29%	4
2025 Q4	$22M	Buy	1,313,149 +30,355	+2%	+$488K	9.85%	4
2025 Q3	$20.5M	Buy	1,282,794 +6,825	+0.5%	+$95.2K	9.6%	4
2025 Q2	$17.5M	Buy	1,275,969 +14,319	+1%	+$171K	8.82%	4
2025 Q1	$12.8M	Buy	1,261,650 +37,888	+3%	+$448K	7.53%	4
2024 Q4	$12.7M	Buy	1,223,762 +44,443	+4%	+$591K	6.21%	4
2024 Q3	$16.1M	Buy	1,179,319 +35,573	+3%	+$479K	7.65%	4
2024 Q2	$14.7M	Buy	1,143,746 +57,091	+5%	+$665K	7.46%	4
2024 Q1	$13M	Buy	1,086,655 +37,494	+4%	+$383K	6.79%	4
2023 Q4	$8.74M	Buy	1,049,161 +82,136	+8%	+$664K	5.13%	5
2023 Q3	$7.01M	Buy	967,025 +263,582	+37%	+$1.97M	4.61%	7
2023 Q2	$5.55M	Buy	703,443 +162,720	+30%	+$1,000K	3.7%	11
2023 Q1	$2.57M	Buy	540,723 +112,142	+26%	+$500K	1.95%	21
2022 Q4	$1.74M	Buy	428,581 +159,432	+59%	+$693K	1.45%	23
2022 Q3	$1.18M	Buy	+269,149	New	+$1.24M	1.07%	24

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

Unison Asset Management's NU Position: Q2 2026 in Review

Unison Asset Management increased its Nu Holdings (NU) stake by 9.7% in Q2 2026, buying an estimated $1.85M and bringing the position to 1,550,846 shares worth $20.7M. The position accounts for 8.41% of the portfolio, ranked #4.

Unison Asset Management first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $22M in Q4 2025. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Unison Asset Management held 1,550,846 shares of Nu Holdings worth $20.7M as of Q2 2026.
Unison Asset Management bought 137,098 Nu Holdings shares in Q2 2026, an estimated $1.85M.
Nu Holdings made up 8.41% of Unison Asset Management's portfolio in Q2 2026, its #4 holding.
Unison Asset Management first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
Unison Asset Management's Nu Holdings position peaked at $22M in Q4 2025.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Unison Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.