Utah Retirement Systems’s Nu Holdings NU Stock Holding History

Utah Retirement Systems’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	$7.03M	Sell	526,466 -17,197	-3%	-$232K	0.07%	257
2026 Q1	$7.81M	Sell	543,663 -9,027	-2%	-$146K	0.08%	233
2025 Q4	$9.25M	Hold	552,690	–	–	0.09%	203
2025 Q3	$8.85M	Buy	552,690 +20,838	+4%	+$291K	0.09%	213
2025 Q2	$7.3M	Sell	531,852 -5,144	-1%	-$61.6K	0.08%	239
2025 Q1	$5.5M	Buy	536,996 +147,835	+38%	+$1.75M	0.06%	287
2024 Q4	$4.03M	Buy	389,161 +27,360	+8%	+$364K	0.04%	364
2024 Q3	$4.94M	Buy	361,801 +2,000	+0.6%	+$26.9K	0.06%	320
2024 Q2	$4.64M	Buy	359,801 +39,500	+12%	+$460K	0.06%	317
2024 Q1	$3.82M	Buy	320,301 +133,800	+72%	+$1.37M	0.04%	374
2023 Q4	$1.55M	Buy	186,501 +4,000	+2%	+$32.3K	0.02%	632
2023 Q3	$1.32M	Buy	182,501 +57,901	+46%	+$433K	0.02%	647
2023 Q2	$983K	Buy	+124,600	New	+$766K	0.01%	738

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

Utah Retirement Systems's NU Position: Q2 2026 in Review

Utah Retirement Systems reduced its Nu Holdings (NU) stake by 3.2% in Q2 2026, selling an estimated $232K and leaving 526,466 shares worth $7.03M. The position accounts for 0.07% of the portfolio, ranked #257.

Utah Retirement Systems first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $9.25M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Utah Retirement Systems held 526,466 shares of Nu Holdings worth $7.03M as of Q2 2026.
Utah Retirement Systems sold 17,197 Nu Holdings shares in Q2 2026, an estimated $232K.
Nu Holdings made up 0.07% of Utah Retirement Systems's portfolio in Q2 2026, its #257 holding.
Utah Retirement Systems first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Utah Retirement Systems's Nu Holdings position peaked at $9.25M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Utah Retirement Systems's 13F filing for Q2 2026, filed 14 Aug 2026.