Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Nu Holdings NU Stock Holding History

Cambridge Investment Research Advisors’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 		$1.16M Buy
86,432
+2,073
+2% +$27.9K ﹤0.01% 2165
2026
Q1 		$1.21M Buy
84,359
+5,257
+7% +$85.2K ﹤0.01% 1997
2025
Q4 		$1.32M Buy
79,102
+12,413
+19% +$199K ﹤0.01% 1888
2025
Q3 		$1.07M Sell
66,689
-325,813
-83% -$4.54M ﹤0.01% 2009
2025
Q2 		$5.38M Buy
392,502
+9,641
+3% +$115K 0.02% 810
2025
Q1 		$3.92M Sell
382,861
-14,516
-4% -$172K 0.01% 922
2024
Q4 		$4.12M Buy
397,377
+17,673
+5% +$235K 0.01% 908
2024
Q3 		$5.18M Buy
379,704
+28,181
+8% +$379K 0.02% 780
2024
Q2 		$4.53M Buy
351,523
+31,096
+10% +$362K 0.02% 806
2024
Q1 		$3.82M Buy
320,427
+68,662
+27% +$701K 0.01% 904
2023
Q4 		$2.1M Buy
251,765
+48,979
+24% +$396K 0.01% 1163
2023
Q3 		$1.47M Buy
202,786
+61,769
+44% +$462K 0.01% 1333
2023
Q2 		$1.11M Buy
141,017
+44,070
+45% +$271K 0.01% 1534
2023
Q1 		$461K Buy
96,947
+16,930
+21% +$75.4K ﹤0.01% 2151
2022
Q4 		$326K Buy
80,017
+67,275
+528% +$292K ﹤0.01% 2370
2022
Q3 		$56K Buy
+12,742
New +$58.5K ﹤0.01% 2928

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 $3.37T AUM 44.26% 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

Cambridge Investment Research Advisors's NU Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Nu Holdings (NU) stake by 2.5% in Q2 2026, buying an estimated $27.9K and bringing the position to 86,432 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

Cambridge Investment Research Advisors first reported a position in NU in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.38M in Q2 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Cambridge Investment Research Advisors held 86,432 shares of Nu Holdings worth $1.16M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 2,073 Nu Holdings shares in Q2 2026, an estimated $27.9K.
  • Nu Holdings made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2165 holding.
  • Cambridge Investment Research Advisors first reported a position in Nu Holdings in Q3 2022 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's Nu Holdings position peaked at $5.38M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.