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Vision Retirement’s Nu Holdings NU Stock Holding History

Vision Retirement’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 		$6.68K Hold
500
– – ﹤0.01% 486
2026
Q1 		$7.18K Hold
500
– – ﹤0.01% 445
2025
Q4 		$8.37K Buy
+500
New +$8.04K ﹤0.01% 425

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Vision Retirement's NU Position: Q2 2026 in Review

Vision Retirement held its Nu Holdings (NU) position steady in Q2 2026 at 500 shares worth $6.68K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Vision Retirement first reported a position in NU in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.37K in Q4 2025. 790 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Vision Retirement held 500 shares of Nu Holdings worth $6.68K as of Q2 2026.
  • Vision Retirement left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #486 holding.
  • Vision Retirement first reported a position in Nu Holdings in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Nu Holdings position peaked at $8.37K in Q4 2025.
  • 790 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.