Vise Technologies’s Nu Holdings NU Stock Holding History

Vise Technologies’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	$430K	Buy	32,200 +6,734	+26%	+$90.8K	﹤0.01%	1254
2026 Q1	$426K	Hold	25,466	–	–	0.01%	959
2025 Q4	$426K	Sell	25,466 -2,364	-8%	-$38K	0.01%	965
2025 Q3	$446K	Buy	27,830 +1,770	+7%	+$24.7K	0.02%	715
2025 Q2	$358K	Buy	+26,060	New	+$312K	0.01%	766
2024 Q4	$142K	Buy	13,725 +46	+0.3%	+$612	0.01%	797
2024 Q3	$187K	Buy	+13,679	New	+$184K	0.02%	570

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

Vise Technologies's NU Position: Q2 2026 in Review

Vise Technologies increased its Nu Holdings (NU) stake by 26% in Q2 2026, buying an estimated $90.8K and bringing the position to 32,200 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Vise Technologies first reported a position in NU in Q3 2024 and has held it in 7 quarters since. The position peaked at $446K in Q3 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Vise Technologies held 32,200 shares of Nu Holdings worth $430K as of Q2 2026.
Vise Technologies bought 6,734 Nu Holdings shares in Q2 2026, an estimated $90.8K.
Nu Holdings made up ﹤0.01% of Vise Technologies's portfolio in Q2 2026, its #1254 holding.
Vise Technologies first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
Vise Technologies's Nu Holdings position peaked at $446K in Q3 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.