Vontobel Holding
NU icon

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
2025
Q3 		– Sell
-177,000
Closed -$2.43M – 1407
2025
Q2 		$2.43M Buy
+177,000
New +$2.12M 0.01% 492

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
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. 862 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.
  • 862 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.