Brinker Capital Investments’s Nu Holdings NU Stock Holding History

Brinker Capital Investments’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	$1.2M	Sell	89,979 -62,418	-41%	-$841K	0.01%	1056
2026 Q1	$2.19M	Sell	152,397 -16,164	-10%	-$262K	0.02%	718
2025 Q4	$2.82M	Buy	168,561 +33,650	+25%	+$541K	0.02%	678
2025 Q3	$2.16M	Sell	134,911 -14,912	-10%	-$208K	0.02%	795
2025 Q2	$2.06M	Buy	149,823 +11,945	+9%	+$143K	0.02%	771
2025 Q1	$1.41M	Buy	137,878 +2,716	+2%	+$32.1K	0.01%	896
2024 Q4	$1.4M	Buy	135,162 +19,485	+17%	+$259K	0.01%	880
2024 Q3	$1.58M	Buy	115,677 +4,967	+4%	+$66.8K	0.02%	817
2024 Q2	$1.43M	Buy	110,710 +900	+0.8%	+$10.5K	0.02%	804
2024 Q1	$1.31M	Buy	109,810 +67,815	+161%	+$693K	0.01%	864
2023 Q4	$373K	Buy	41,995 +4,404	+12%	+$35.6K	﹤0.01%	1321
2023 Q3	$273K	Buy	37,591 +882	+2%	+$6.6K	﹤0.01%	1421
2023 Q2	$290K	Hold	36,709	–	–	﹤0.01%	1409
2023 Q1	$175K	Buy	+36,709	New	+$164K	﹤0.01%	1507

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's NU Position: Q2 2026 in Review

Brinker Capital Investments reduced its Nu Holdings (NU) stake by 41% in Q2 2026, selling an estimated $841K and leaving 89,979 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #1056.

Brinker Capital Investments first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.82M in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Brinker Capital Investments held 89,979 shares of Nu Holdings worth $1.2M as of Q2 2026.
Brinker Capital Investments sold 62,418 Nu Holdings shares in Q2 2026, an estimated $841K.
Nu Holdings made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1056 holding.
Brinker Capital Investments first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
Brinker Capital Investments's Nu Holdings position peaked at $2.82M in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.