Cerity Partners’s Nu Holdings NU Stock Holding History

Cerity 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 Q1	$17.9M	Buy	1,244,847 +36,683	+3%	+$595K	0.03%	478
2025 Q4	$20.2M	Buy	1,208,164 +579,253	+92%	+$9.31M	0.03%	417
2025 Q3	$10.1M	Buy	628,911 +10,160	+2%	+$142K	0.02%	581
2025 Q2	$8.49M	Buy	618,751 +11,949	+2%	+$143K	0.02%	597
2025 Q1	$6.21M	Buy	606,802 +25,466	+4%	+$301K	0.01%	654
2024 Q4	$6.11M	Sell	581,336 -165,955	-22%	-$2.21M	0.01%	640
2024 Q3	$10.2M	Sell	747,291 -2,835	-0.4%	-$38.1K	0.02%	483
2024 Q2	$9.67M	Sell	750,126 -82,489	-10%	-$960K	0.03%	429
2024 Q1	$9.93M	Buy	832,615 +35,689	+4%	+$364K	0.03%	462
2023 Q4	$6.64M	Sell	796,926 -244,061	-23%	-$1.97M	0.02%	464
2023 Q3	$7.55M	Buy	1,040,987 +906,488	+674%	+$6.78M	0.04%	339
2023 Q2	$1.06M	Buy	+134,499	New	+$826K	﹤0.01%	908

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cerity Partners's NU Position: Q1 2026 in Review

Cerity Partners increased its Nu Holdings (NU) stake by 3% in Q1 2026, buying an estimated $595K and bringing the position to 1,244,847 shares worth $17.9M. The position accounts for 0.03% of the portfolio, ranked #478.

Cerity Partners first reported a position in NU in Q2 2023 and has held it in 12 quarters since. The position peaked at $20.2M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Cerity Partners held 1,244,847 shares of Nu Holdings worth $17.9M as of Q1 2026.
Cerity Partners bought 36,683 Nu Holdings shares in Q1 2026, an estimated $595K.
Nu Holdings made up 0.03% of Cerity Partners's portfolio in Q1 2026, its #478 holding.
Cerity Partners first reported a position in Nu Holdings in Q2 2023 and has held it in 12 quarters since.
Cerity Partners's Nu Holdings position peaked at $20.2M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.