Capital Analysts LLC’s Nu Holdings NU Stock Holding History

Capital Analysts LLC’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	$41K	Hold	3,051	–	–	﹤0.01%	1035
2026 Q1	$44K	Hold	3,051	–	–	﹤0.01%	966
2025 Q4	$51K	Hold	3,051	–	–	﹤0.01%	913
2025 Q3	$49K	Hold	3,051	–	–	﹤0.01%	884
2025 Q2	$42K	Hold	3,051	–	–	﹤0.01%	857
2025 Q1	$31K	Buy	+3,051	New	+$36.1K	﹤0.01%	889

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

Capital Analysts LLC's NU Position: Q2 2026 in Review

Capital Analysts LLC held its Nu Holdings (NU) position steady in Q2 2026 at 3,051 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Capital Analysts LLC first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $51K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Capital Analysts LLC held 3,051 shares of Nu Holdings worth $41K as of Q2 2026.
Capital Analysts LLC left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1035 holding.
Capital Analysts LLC first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Capital Analysts LLC's Nu Holdings position peaked at $51K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.