Cary Street Partners’s Nu Holdings NU Stock Holding History

Cary Street Partners’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	$213K	Buy	15,930 +369	+2%	+$4.97K	﹤0.01%	908
2026 Q1	$224K	Sell	15,561 -500	-3%	-$8.1K	0.01%	806
2025 Q4	$269K	Sell	16,061 -115	-0.7%	-$1.85K	0.01%	755
2025 Q3	$259K	Buy	16,176 +615	+4%	+$8.58K	0.01%	717
2025 Q2	$213K	Sell	15,561 -3,000	-16%	-$35.9K	0.01%	749
2025 Q1	$190K	Hold	18,561	–	–	0.01%	760
2024 Q4	$192K	Buy	+18,561	New	+$247K	0.01%	730

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

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

Cary Street Partners increased its Nu Holdings (NU) stake by 2.4% in Q2 2026, buying an estimated $4.97K and bringing the position to 15,930 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Cary Street Partners first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Cary Street Partners held 15,930 shares of Nu Holdings worth $213K as of Q2 2026.
Cary Street Partners bought 369 Nu Holdings shares in Q2 2026, an estimated $4.97K.
Nu Holdings made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #908 holding.
Cary Street Partners first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Nu Holdings position peaked at $269K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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