Vontobel Holding’s Nu Holdings NU Stock Holding History

Vontobel Holding’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	$3.16M	Buy	236,417 +167,473	+243%	+$2.26M	0.01%	551
2026 Q1	$991K	Sell	68,944 -73,432	-52%	-$1.19M	﹤0.01%	661
2025 Q4	$2.38M	Sell	142,376 -9,295	-6%	-$149K	0.01%	537
2025 Q3	$2.43M	Sell	151,671 -339,436	-69%	-$4.74M	0.01%	520
2025 Q2	$6.74M	Sell	491,107 -1,196,254	-71%	-$14.3M	0.02%	313
2025 Q1	$17.3M	Sell	1,687,361 -104,590	-6%	-$1.24M	0.06%	180
2024 Q4	$18.6M	Sell	1,791,951 -264,765	-13%	-$3.52M	0.06%	165
2024 Q3	$28.1M	Sell	2,056,716 -1,473,153	-42%	-$19.8M	0.09%	141
2024 Q2	$45.5M	Buy	3,529,869 +3,490,673	+8,906%	+$40.6M	0.15%	100
2024 Q1	$468K	Sell	39,196 -30,271	-44%	-$309K	﹤0.01%	800
2023 Q4	$579K	Sell	69,467 -15,626	-18%	-$126K	﹤0.01%	759
2023 Q3	$617K	Buy	85,093 +52	+0.1%	+$389	0.01%	705
2023 Q2	$671K	Buy	85,041 +50,735	+148%	+$312K	0.01%	714
2023 Q1	$163K	Sell	34,306 -22,834	-40%	-$102K	﹤0.01%	999
2022 Q4	$233K	Buy	57,140 +31,874	+126%	+$139K	﹤0.01%	952
2022 Q3	$111K	Buy	+25,266	New	+$116K	﹤0.01%	985

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

Vontobel Holding's NU Position: Q2 2026 in Review

Vontobel Holding increased its Nu Holdings (NU) stake by 243% in Q2 2026, buying an estimated $2.26M and bringing the position to 236,417 shares worth $3.16M. The position accounts for 0.01% of the portfolio, ranked #551.

Vontobel Holding first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $45.5M in Q2 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Vontobel Holding held 236,417 shares of Nu Holdings worth $3.16M as of Q2 2026.
Vontobel Holding bought 167,473 Nu Holdings shares in Q2 2026, an estimated $2.26M.
Nu Holdings made up 0.01% of Vontobel Holding's portfolio in Q2 2026, its #551 holding.
Vontobel Holding first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
Vontobel Holding's Nu Holdings position peaked at $45.5M in Q2 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.