UAS
NU icon

United Asset Strategies’s Nu Holdings NU Stock Holding History

United Asset Strategies’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 		$744K Buy
55,681
+1,465
+3% +$19.7K 0.05% 175
2026
Q1 		$779K Buy
54,216
+837
+2% +$13.6K 0.06% 161
2025
Q4 		$894K Buy
53,379
+804
+2% +$12.9K 0.07% 156
2025
Q3 		$842K Sell
52,575
-3,206
-6% -$44.7K 0.07% 159
2025
Q2 		$765K Buy
+55,781
New +$668K 0.07% 164
2022
Q4 		– Sell
-19,500
Closed -$86K – 236
2022
Q3 		$86K Buy
+19,500
New +$89.5K 0.01% 198

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MADR
Milestones Administradora de Recursos Jaragua Do Sul, Brazil $518M AUM 28.77% 1-Year Est. Return

United Asset Strategies's NU Position: Q2 2026 in Review

United Asset Strategies increased its Nu Holdings (NU) stake by 2.7% in Q2 2026, buying an estimated $19.7K and bringing the position to 55,681 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #175.

United Asset Strategies first reported a position in NU in Q3 2022 and has held it in 6 quarters since. The position peaked at $894K in Q4 2025. 172 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • United Asset Strategies held 55,681 shares of Nu Holdings worth $744K as of Q2 2026.
  • United Asset Strategies bought 1,465 Nu Holdings shares in Q2 2026, an estimated $19.7K.
  • Nu Holdings made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #175 holding.
  • United Asset Strategies first reported a position in Nu Holdings in Q3 2022 and has held it in 6 quarters since.
  • United Asset Strategies's Nu Holdings position peaked at $894K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.