Cary Street Partners Investment Advisory’s Nu Holdings NU Stock Holding History

Cary Street Partners Investment Advisory’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	$7.15K	Buy	535 +436	+440%	+$5.88K	﹤0.01%	700
2026 Q1	$1.42K	Sell	99 -217	-69%	-$3.52K	﹤0.01%	674
2025 Q4	$5.29K	Buy	+316	New	+$5.08K	﹤0.01%	639
2024 Q4	–	Sell	-18,561	Closed	-$253K	–	677
2024 Q3	$253K	Sell	18,561 -5,018	-21%	-$67.5K	0.01%	664
2024 Q2	$304K	Buy	23,579 +18	+0.1%	+$210	0.01%	591
2024 Q1	$281K	Hold	23,561	–	–	0.01%	578
2023 Q4	$196K	Hold	23,561	–	–	0.01%	627
2023 Q3	$171K	Buy	+23,561	New	+$176K	0.01%	589

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cary Street Partners Investment Advisory's NU Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Nu Holdings (NU) stake by 440% in Q2 2026, buying an estimated $5.88K and bringing the position to 535 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Cary Street Partners Investment Advisory first reported a position in NU in Q3 2023 and has held it in 8 quarters since. The position peaked at $304K in Q2 2024. 459 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Cary Street Partners Investment Advisory held 535 shares of Nu Holdings worth $7.15K as of Q2 2026.
Cary Street Partners Investment Advisory bought 436 Nu Holdings shares in Q2 2026, an estimated $5.88K.
Nu Holdings made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #700 holding.
Cary Street Partners Investment Advisory first reported a position in Nu Holdings in Q3 2023 and has held it in 8 quarters since.
Cary Street Partners Investment Advisory's Nu Holdings position peaked at $304K in Q2 2024.
459 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.