Vestmark Advisory Solutions’s Nu Holdings NU Stock Holding History

Vestmark Advisory Solutions’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	$266K	Sell	19,880 -48,700	-71%	-$656K	﹤0.01%	1298
2026 Q1	$985K	Sell	68,580 -2,134	-3%	-$34.6K	0.01%	874
2025 Q4	$1.18M	Buy	70,714 +34,119	+93%	+$548K	0.02%	748
2025 Q3	$586K	Sell	36,595 -28,396	-44%	-$396K	0.01%	660
2025 Q2	$892K	Sell	64,991 -1,337	-2%	-$16K	0.01%	512
2025 Q1	$679K	Buy	66,328 +23,998	+57%	+$284K	0.02%	467
2024 Q4	$439K	Sell	42,330 -1,059	-2%	-$14.1K	0.02%	435
2024 Q3	$592K	Sell	43,389 -19,788	-31%	-$266K	0.02%	366
2024 Q2	$814K	Sell	63,177 -888	-1%	-$10.3K	0.03%	337
2024 Q1	$764K	Buy	64,065 +29,470	+85%	+$301K	0.03%	343
2023 Q4	$288K	Buy	+34,595	New	+$280K	0.01%	424

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

Vestmark Advisory Solutions's NU Position: Q2 2026 in Review

Vestmark Advisory Solutions reduced its Nu Holdings (NU) stake by 71% in Q2 2026, selling an estimated $656K and leaving 19,880 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Vestmark Advisory Solutions first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Vestmark Advisory Solutions held 19,880 shares of Nu Holdings worth $266K as of Q2 2026.
Vestmark Advisory Solutions sold 48,700 Nu Holdings shares in Q2 2026, an estimated $656K.
Nu Holdings made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1298 holding.
Vestmark Advisory Solutions first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
Vestmark Advisory Solutions's Nu Holdings position peaked at $1.18M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.