Capital Performance Advisors’s Nu Holdings NU Stock Holding History

Capital Performance 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	$224K	Sell	16,791 -5,501	-25%	-$74.1K	0.01%	278
2026 Q1	$320K	Buy	22,292 +3,023	+16%	+$49K	0.02%	308
2025 Q4	$323K	Buy	+19,269	New	+$310K	0.02%	299
2024 Q4	–	Sell	-519	Closed	-$7.08K	–	1819
2024 Q3	$7.08K	Buy	+519	New	+$6.98K	﹤0.01%	967

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 Performance Advisors's NU Position: Q2 2026 in Review

Capital Performance Advisors reduced its Nu Holdings (NU) stake by 25% in Q2 2026, selling an estimated $74.1K and leaving 16,791 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #278.

Capital Performance Advisors first reported a position in NU in Q3 2024 and has held it in 4 quarters since. The position peaked at $323K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Capital Performance Advisors held 16,791 shares of Nu Holdings worth $224K as of Q2 2026.
Capital Performance Advisors sold 5,501 Nu Holdings shares in Q2 2026, an estimated $74.1K.
Nu Holdings made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #278 holding.
Capital Performance Advisors first reported a position in Nu Holdings in Q3 2024 and has held it in 4 quarters since.
Capital Performance Advisors's Nu Holdings position peaked at $323K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.