World Investment Advisors’s Nu Holdings NU Stock Holding History

World Investment Advisors’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	$226K	Sell	15,743 -627	-4%	-$8.45K	﹤0.01%	1403
2026 Q1	$235K	Buy	16,370 +791	+5%	+$12.8K	﹤0.01%	1405
2025 Q4	$261K	Buy	15,579 +2,638	+20%	+$42.4K	﹤0.01%	1251
2025 Q3	$207K	Buy	12,941 +114	+0.9%	+$1.59K	﹤0.01%	1157
2025 Q2	$176K	Buy	+12,827	New	+$154K	﹤0.01%	1094

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

World Investment Advisors's NU Position: Q2 2026 in Review

World Investment Advisors reduced its Nu Holdings (NU) stake by 3.8% in Q2 2026, selling an estimated $8.45K and leaving 15,743 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

World Investment Advisors first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $261K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

World Investment Advisors held 15,743 shares of Nu Holdings worth $226K as of Q2 2026.
World Investment Advisors sold 627 Nu Holdings shares in Q2 2026, an estimated $8.45K.
Nu Holdings made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1403 holding.
World Investment Advisors first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
World Investment Advisors's Nu Holdings position peaked at $261K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.