University of Wisconsin Foundation’s Nu Holdings NU Stock Holding History

University of Wisconsin Foundation’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	$13.7M	Hold	1,026,765	–	–	10.86%	5
2026 Q1	$14.8M	Sell	1,026,765 -405,186	-28%	-$6.57M	13.1%	2
2025 Q4	$24M	Hold	1,431,951	–	–	20.16%	1
2025 Q3	$22.9M	Hold	1,431,951	–	–	19.41%	2
2025 Q2	$19.6M	Hold	1,431,951	–	–	21.98%	2
2025 Q1	$14.7M	Hold	1,431,951	–	–	12.44%	4
2024 Q4	$14.8M	Hold	1,431,951	–	–	10.78%	4
2024 Q3	$19.5M	Hold	1,431,951	–	–	12.75%	4
2024 Q2	$18.5M	Hold	1,431,951	–	–	20.78%	2
2024 Q1	$17.1M	Sell	1,431,951 -477,316	-25%	-$4.87M	19.28%	2
2023 Q4	$15.9M	Hold	1,909,267	–	–	26.46%	3
2023 Q3	$13.8M	Hold	1,909,267	–	–	15.86%	2
2023 Q2	$15.1M	Hold	1,909,267	–	–	11.08%	2
2023 Q1	$9.09M	Buy	+1,909,267	New	+$8.51M	17.28%	2

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 $3.38T AUM 44.17% 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

University of Wisconsin Foundation's NU Position: Q2 2026 in Review

University of Wisconsin Foundation held its Nu Holdings (NU) position steady in Q2 2026 at 1,026,765 shares worth $13.7M. The position accounts for 10.86% of the portfolio, ranked #5.

University of Wisconsin Foundation first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $24M in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

University of Wisconsin Foundation held 1,026,765 shares of Nu Holdings worth $13.7M as of Q2 2026.
University of Wisconsin Foundation left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 10.86% of University of Wisconsin Foundation's portfolio in Q2 2026, its #5 holding.
University of Wisconsin Foundation first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
University of Wisconsin Foundation's Nu Holdings position peaked at $24M in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on University of Wisconsin Foundation's 13F filing for Q2 2026, filed 14 Aug 2026.