CAPTRUST Financial Advisors
NU icon

CAPTRUST Financial Advisors’s Nu Holdings NU Stock Holding History

CAPTRUST Financial 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 		$2.27M Sell
169,808
-11,640
-6% -$157K ﹤0.01% 1235
2026
Q1 		$2.61M Sell
181,448
-8,014
-4% -$130K ﹤0.01% 1082
2025
Q4 		$3.17M Buy
189,462
+4,754
+3% +$76.4K 0.01% 861
2025
Q3 		$2.96M Sell
184,708
-24,213
-12% -$338K 0.01% 846
2025
Q2 		$2.87M Buy
208,921
+66,937
+47% +$802K 0.01% 814
2025
Q1 		$1.45M Sell
141,984
-1,457
-1% -$17.2K ﹤0.01% 1079
2024
Q4 		$1.49M Sell
143,441
-40,194
-22% -$535K ﹤0.01% 1025
2024
Q3 		$2.51M Sell
183,635
-8,953
-5% -$120K 0.01% 773
2024
Q2 		$2.48M Sell
192,588
-8,373
-4% -$97.5K 0.01% 731
2024
Q1 		$2.4M Buy
200,961
+154,771
+335% +$1.58M 0.01% 730
2023
Q4 		$385K Buy
46,190
+27,261
+144% +$220K ﹤0.01% 1938
2023
Q3 		$137K Buy
18,929
+8,487
+81% +$63.5K ﹤0.01% 2381
2023
Q2 		$82.4K Buy
+10,442
New +$64.2K ﹤0.01% 2398
2022
Q3 		– Sell
-4,020
Closed -$15K – 3346
2022
Q2 		$15K Buy
4,020
+3,000
+294% +$15.2K ﹤0.01% 3537
2022
Q1 		$8K Buy
1,020
+1,000
+5,000% +$8.03K ﹤0.01% 3917
2021
Q4 		$0 Buy
+20
New +$196 ﹤0.01% 4862

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

CAPTRUST Financial Advisors's NU Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Nu Holdings (NU) stake by 6.4% in Q2 2026, selling an estimated $157K and leaving 169,808 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

CAPTRUST Financial Advisors first reported a position in NU in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.17M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • CAPTRUST Financial Advisors held 169,808 shares of Nu Holdings worth $2.27M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 11,640 Nu Holdings shares in Q2 2026, an estimated $157K.
  • Nu Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1235 holding.
  • CAPTRUST Financial Advisors first reported a position in Nu Holdings in Q4 2021 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Nu Holdings position peaked at $3.17M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.