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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
2023
Q1 		– Sell
-1,909,267
Closed -$7.77M – 5
2022
Q4 		$7.77M Buy
+1,909,267
New +$8.3M 16.1% 2

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
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. 900 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.
  • 900 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.