Vaughan Nelson Investment Management’s Nu Holdings NU Stock Holding History

Vaughan Nelson Investment Management’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	$2.36M	Sell	164,060 -458,815	-74%	-$7.44M	0.02%	156
2025 Q4	$10.4M	Sell	622,875 -105,715	-15%	-$1.7M	0.1%	141
2025 Q3	$11.7M	Buy	728,590 +113,005	+18%	+$1.58M	0.11%	131
2025 Q2	$8.45M	Buy	615,585 +589,065	+2,221%	+$7.05M	0.08%	134
2025 Q1	$272K	Sell	26,520 -262,505	-91%	-$3.1M	﹤0.01%	191
2024 Q4	$3M	Sell	289,025 -37,780	-12%	-$503K	0.03%	151
2024 Q3	$4.46M	Sell	326,805 -86,360	-21%	-$1.16M	0.04%	140
2024 Q2	$5.33M	Buy	413,165 +344,295	+500%	+$4.01M	0.05%	142
2024 Q1	$822K	Buy	+68,870	New	+$703K	0.01%	174

Other funds holding NU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

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

JP Morgan Chase New York $1.47T 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