Virtus Investment Advisers’s Nu Holdings NU Stock Holding History

Virtus Investment Advisers’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	$1.64M	Buy	123,111 +20,806	+20%	+$280K	0.38%	101
2026 Q1	$1.47M	Sell	102,305 -17,432	-15%	-$283K	0.41%	120
2025 Q4	$2M	Buy	+119,737	New	+$1.92M	0.54%	45
2025 Q3	–	Sell	-115,382	Closed	-$1.58M	–	468
2025 Q2	$1.58M	Buy	115,382 +2,979	+3%	+$35.7K	0.54%	51
2025 Q1	$1.15M	Buy	+112,403	New	+$1.33M	0.31%	126

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

Virtus Investment Advisers's NU Position: Q2 2026 in Review

Virtus Investment Advisers increased its Nu Holdings (NU) stake by 20% in Q2 2026, buying an estimated $280K and bringing the position to 123,111 shares worth $1.64M. The position accounts for 0.38% of the portfolio, ranked #101.

Virtus Investment Advisers first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2M in Q4 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Virtus Investment Advisers held 123,111 shares of Nu Holdings worth $1.64M as of Q2 2026.
Virtus Investment Advisers bought 20,806 Nu Holdings shares in Q2 2026, an estimated $280K.
Nu Holdings made up 0.38% of Virtus Investment Advisers's portfolio in Q2 2026, its #101 holding.
Virtus Investment Advisers first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
Virtus Investment Advisers's Nu Holdings position peaked at $2M in Q4 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.