Capstone Investment Advisors
NU icon

Capstone Investment Advisors’s Nu Holdings NU Stock Holding History

Capstone Investment 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
2025
Q3 		– Sell
-90,989
Closed -$1.25M – 2009
2025
Q2 		$1.25M Buy
+90,989
New +$1.09M ﹤0.01% 783
2024
Q1 		– Sell
-17,778
Closed -$148K – 2482
2023
Q4 		$148K Sell
17,778
-25,972
-59% -$210K ﹤0.01% 1865
2023
Q3 		$317K Buy
43,750
+19,889
+83% +$149K ﹤0.01% 1564
2023
Q2 		$188K Buy
+23,861
New +$147K ﹤0.01% 1574

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capstone Investment Advisors's NU Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 90,989 shares — an estimated $1.25M sold.

Capstone Investment Advisors first reported a position in NU in Q2 2023 and held it in 4 quarters. The position peaked at $1.25M in Q2 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 90,989 Nu Holdings shares in Q3 2025, an estimated $1.25M.
  • Capstone Investment Advisors first reported a position in Nu Holdings in Q2 2023 and held it in 4 quarters.
  • Capstone Investment Advisors's Nu Holdings position peaked at $1.25M in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.