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 Q2	–	Sell	-164,060	Closed	-$2.36M	–	237
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 $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

Vaughan Nelson Investment Management's NU Position: Q2 2026 in Review

Vaughan Nelson Investment Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 164,060 shares — an estimated $2.36M sold.

Vaughan Nelson Investment Management first reported a position in NU in Q1 2024 and held it in 9 quarters. The position peaked at $11.7M in Q3 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Vaughan Nelson Investment Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Vaughan Nelson Investment Management sold 164,060 Nu Holdings shares in Q2 2026, an estimated $2.36M.
Vaughan Nelson Investment Management first reported a position in Nu Holdings in Q1 2024 and held it in 9 quarters.
Vaughan Nelson Investment Management's Nu Holdings position peaked at $11.7M in Q3 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.