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 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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

University of Wisconsin Foundation's NU Position: Q1 2026 in Review

University of Wisconsin Foundation reduced its Nu Holdings (NU) stake by 28% in Q1 2026, selling an estimated $6.57M and leaving 1,026,765 shares worth $14.8M. The position accounts for 13.1% of the portfolio, ranked #2.

University of Wisconsin Foundation first reported a position in NU in Q1 2023 and has held it in 13 quarters since. The position peaked at $24M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

University of Wisconsin Foundation held 1,026,765 shares of Nu Holdings worth $14.8M as of Q1 2026.
University of Wisconsin Foundation sold 405,186 Nu Holdings shares in Q1 2026, an estimated $6.57M.
Nu Holdings made up 13.1% of University of Wisconsin Foundation's portfolio in Q1 2026, its #2 holding.
University of Wisconsin Foundation first reported a position in Nu Holdings in Q1 2023 and has held it in 13 quarters since.
University of Wisconsin Foundation's Nu Holdings position peaked at $24M in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on University of Wisconsin Foundation's 13F filing for Q1 2026, filed 14 May 2026.