Brown Advisory’s Nu Holdings NU Stock Holding History

Brown Advisory’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	$3.74M	Buy	279,725 +11	+0%	+$148	0.01%	607
2026 Q1	$4.02M	Buy	279,714 +246,029	+730%	+$3.99M	0.01%	567
2025 Q4	$564K	Buy	33,685 +9,515	+39%	+$153K	﹤0.01%	1022
2025 Q3	$387K	Sell	24,170 -2,302	-9%	-$32.1K	﹤0.01%	1121
2025 Q2	$363K	Sell	26,472 -4,899	-16%	-$58.7K	﹤0.01%	1095
2025 Q1	$321K	Buy	31,371 +7,664	+32%	+$90.6K	﹤0.01%	1116
2024 Q4	$246K	Buy	23,707 +6,191	+35%	+$82.3K	﹤0.01%	1225
2024 Q3	$239K	Sell	17,516 -1,430	-8%	-$19.2K	﹤0.01%	1161
2024 Q2	$244K	Buy	18,946 +1,500	+9%	+$17.5K	﹤0.01%	1115
2024 Q1	$208K	Buy	17,446 +3,495	+25%	+$35.7K	﹤0.01%	1178
2023 Q4	$116K	Hold	13,951	–	–	﹤0.01%	1178
2023 Q3	$101K	Sell	13,951 -1,000	-7%	-$7.48K	﹤0.01%	1155
2023 Q2	$118K	Sell	14,951 -34,820	-70%	-$214K	﹤0.01%	1145
2023 Q1	$237K	Buy	49,771 +3,000	+6%	+$13.4K	﹤0.01%	1090
2022 Q4	$190K	Hold	46,771	–	–	﹤0.01%	1140
2022 Q3	$206K	Buy	+46,771	New	+$215K	﹤0.01%	1063

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

Brown Advisory's NU Position: Q2 2026 in Review

Brown Advisory increased its Nu Holdings (NU) stake by 0% in Q2 2026, buying an estimated $148 and bringing the position to 279,725 shares worth $3.74M. The position accounts for 0.01% of the portfolio, ranked #607.

Brown Advisory first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.02M in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Brown Advisory held 279,725 shares of Nu Holdings worth $3.74M as of Q2 2026.
Brown Advisory bought 11 Nu Holdings shares in Q2 2026, an estimated $148.
Nu Holdings made up 0.01% of Brown Advisory's portfolio in Q2 2026, its #607 holding.
Brown Advisory first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
Brown Advisory's Nu Holdings position peaked at $4.02M in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.