Callan Family Office’s Nu Holdings NU Stock Holding History

Callan Family Office’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	$1.28M	Sell	95,449 -8,773	-8%	-$118K	0.02%	528
2026 Q1	$1.5M	Buy	104,222 +6,051	+6%	+$98.1K	0.03%	439
2025 Q4	$1.64M	Buy	98,171 +75,289	+329%	+$1.21M	0.04%	400
2025 Q3	$366K	Sell	22,882 -3,462	-13%	-$48.3K	0.01%	636
2025 Q2	$361K	Buy	+26,344	New	+$315K	0.01%	709
2023 Q3	–	Sell	-14,100	Closed	-$111K	–	105
2023 Q2	$111K	Hold	14,100	–	–	0.03%	109
2023 Q1	$67.1K	Hold	14,100	–	–	0.02%	153
2022 Q4	$57.4K	Buy	+14,100	New	+$61.3K	0.02%	102

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

Callan Family Office's NU Position: Q2 2026 in Review

Callan Family Office reduced its Nu Holdings (NU) stake by 8.4% in Q2 2026, selling an estimated $118K and leaving 95,449 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #528.

Callan Family Office first reported a position in NU in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.64M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Callan Family Office held 95,449 shares of Nu Holdings worth $1.28M as of Q2 2026.
Callan Family Office sold 8,773 Nu Holdings shares in Q2 2026, an estimated $118K.
Nu Holdings made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #528 holding.
Callan Family Office first reported a position in Nu Holdings in Q4 2022 and has held it in 8 quarters since.
Callan Family Office's Nu Holdings position peaked at $1.64M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.