Vident Advisory’s Nu Holdings NU Stock Holding History

Vident Advisory’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	$7.93M	Buy	593,306 +239,923	+68%	+$3.23M	0.06%	276
2026 Q1	$5.08M	Sell	353,383 -258,405	-42%	-$4.19M	0.04%	354
2025 Q4	$10.2M	Buy	611,788 +353,375	+137%	+$5.68M	0.09%	187
2025 Q3	$4.14M	Buy	258,413 +35,219	+16%	+$491K	0.04%	359
2025 Q2	$3.06M	Buy	223,194 +42,126	+23%	+$504K	0.03%	392
2025 Q1	$1.85M	Buy	181,068 +108,113	+148%	+$1.28M	0.03%	504
2024 Q4	$756K	Buy	72,955 +52,804	+262%	+$702K	0.01%	761
2024 Q3	$275K	Sell	20,151 -5,682	-22%	-$76.4K	0.01%	1170
2024 Q2	$333K	Buy	25,833 +9,898	+62%	+$115K	0.01%	1083
2024 Q1	$190K	Sell	15,935 -6,425	-29%	-$65.6K	﹤0.01%	1225
2023 Q4	$186K	Buy	22,360 +1,315	+6%	+$10.6K	﹤0.01%	1231
2023 Q3	$153K	Buy	+21,045	New	+$157K	﹤0.01%	1163

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

Vident Advisory's NU Position: Q2 2026 in Review

Vident Advisory increased its Nu Holdings (NU) stake by 68% in Q2 2026, buying an estimated $3.23M and bringing the position to 593,306 shares worth $7.93M. The position accounts for 0.06% of the portfolio, ranked #276.

Vident Advisory first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.2M in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Vident Advisory held 593,306 shares of Nu Holdings worth $7.93M as of Q2 2026.
Vident Advisory bought 239,923 Nu Holdings shares in Q2 2026, an estimated $3.23M.
Nu Holdings made up 0.06% of Vident Advisory's portfolio in Q2 2026, its #276 holding.
Vident Advisory first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's Nu Holdings position peaked at $10.2M in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.