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 Q2	$16.2M	Sell	1,216,183 -28,664	-2%	-$386K	0.02%	552
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 $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

Cerity Partners's NU Position: Q2 2026 in Review

Cerity Partners reduced its Nu Holdings (NU) stake by 2.3% in Q2 2026, selling an estimated $386K and leaving 1,216,183 shares worth $16.2M. The position accounts for 0.02% of the portfolio, ranked #552.

Cerity Partners first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $20.2M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Cerity Partners held 1,216,183 shares of Nu Holdings worth $16.2M as of Q2 2026.
Cerity Partners sold 28,664 Nu Holdings shares in Q2 2026, an estimated $386K.
Nu Holdings made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #552 holding.
Cerity Partners first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Cerity Partners's Nu Holdings position peaked at $20.2M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.