Capstone Investment Advisors
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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

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