Berbice Capital Management’s Nu Holdings NU Stock Holding History

Berbice Capital Management’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	–	Sell	-8,000	Closed	-$115K	–	131
2026 Q1	$115K	Hold	8,000	–	–	0.08%	63
2025 Q4	$134K	Hold	8,000	–	–	0.08%	63
2025 Q3	$128K	Hold	8,000	–	–	0.08%	66
2025 Q2	$110K	Hold	8,000	–	–	0.08%	69
2025 Q1	$81.9K	Sell	8,000 -1,000	-11%	-$11.8K	0.07%	69
2024 Q4	$93.2K	Buy	+9,000	New	+$120K	0.07%	64

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

Berbice Capital Management's NU Position: Q2 2026 in Review

Berbice Capital Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 8,000 shares — an estimated $115K sold.

Berbice Capital Management first reported a position in NU in Q4 2024 and held it in 6 quarters. The position peaked at $134K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Berbice Capital Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Berbice Capital Management sold 8,000 Nu Holdings shares in Q2 2026, an estimated $115K.
Berbice Capital Management first reported a position in Nu Holdings in Q4 2024 and held it in 6 quarters.
Berbice Capital Management's Nu Holdings position peaked at $134K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.