Washington University’s Nu Holdings NU Stock Holding History

Washington University’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	$141M	Hold	10,566,927	–	–	53.31%	1
2026 Q1	$152M	Hold	10,566,927	–	–	94.77%	1
2025 Q4	$177M	Hold	10,566,927	–	–	89.43%	1
2025 Q3	$169M	Buy	10,566,927 +158,731	+2%	+$2.21M	94.77%	1
2025 Q2	$107M	Hold	10,408,196	–	–	87.81%	1
2025 Q1	$107M	Hold	10,408,196	–	–	96.16%	1
2024 Q4	$108M	Hold	10,408,196	–	–	91.76%	1
2024 Q3	$142M	Sell	10,408,196 -4,000,000	-28%	-$53.8M	92.12%	1
2024 Q2	$186M	Hold	14,408,196	–	–	84.53%	1
2024 Q1	$172M	Buy	14,408,196 +591,346	+4%	+$6.04M	63.58%	1
2023 Q4	$115M	Sell	13,816,850 -2,000,000	-13%	-$16.2M	56.8%	1
2023 Q3	$115M	Buy	15,816,850 +2,841,291	+22%	+$21.3M	41.26%	1
2023 Q2	$102M	Sell	12,975,559 -4,199,000	-24%	-$25.8M	38.37%	2
2023 Q1	$81.8M	Buy	17,174,559 +54,190	+0.3%	+$241K	21.55%	3
2022 Q4	$69.7M	Buy	17,120,369 +54,190	+0.3%	+$235K	20.47%	3
2022 Q3	$75.1M	Buy	17,066,179 +3,128,025	+22%	+$14.4M	25.38%	3
2022 Q2	$52.1M	Buy	+13,938,154	New	+$70.7M	19.33%	3

Other funds holding NU

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Finivi Inc Westborough, Massachusetts $195M AUM 34.2% 1-Year Est. Return

Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return