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Brown, Lisle/Cummings’s Nu Holdings NU Stock Holding History

Brown, Lisle/Cummings’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 		$2.3K Sell
172
-3
-2% -$40 ﹤0.01% 830
2026
Q1 		$2.52K Buy
+175
New +$2.84K ﹤0.01% 777

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Brown, Lisle/Cummings's NU Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Nu Holdings (NU) stake by 1.7% in Q2 2026, selling an estimated $40 and leaving 172 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Brown, Lisle/Cummings first reported a position in NU in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.52K in Q1 2026. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Brown, Lisle/Cummings held 172 shares of Nu Holdings worth $2.3K as of Q2 2026.
  • Brown, Lisle/Cummings sold 3 Nu Holdings shares in Q2 2026, an estimated $40.
  • Nu Holdings made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #830 holding.
  • Brown, Lisle/Cummings first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's Nu Holdings position peaked at $2.52K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.