CI Investments Inc’s Nu Holdings NU Stock Holding History

CI Investments Inc’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	$30.7M	Sell	2,294,373 -2,072,297	-47%	-$27.9M	0.1%	173
2026 Q1	$62.7M	Buy	4,366,670 +2,909,356	+200%	+$47.2M	0.3%	79
2025 Q4	$24.4M	Buy	1,457,314 +702,672	+93%	+$11.3M	0.11%	156
2025 Q3	$12.1M	Buy	+754,642	New	+$10.5M	0.04%	202
2025 Q1	–	Sell	-995,071	Closed	-$10.3M	–	1320
2024 Q4	$10.3M	Buy	995,071 +44,088	+5%	+$586K	0.04%	228
2024 Q3	$13M	Sell	950,983 -447,658	-32%	-$6.02M	0.05%	209
2024 Q2	$18M	Sell	1,398,641 -60,493	-4%	-$704K	0.07%	174
2024 Q1	$17.4M	Buy	1,459,134 +619,617	+74%	+$6.33M	0.07%	184
2023 Q4	$6.99M	Buy	+839,517	New	+$6.78M	0.04%	248

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 $3.38T AUM 44.17% 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

CI Investments Inc's NU Position: Q2 2026 in Review

CI Investments Inc reduced its Nu Holdings (NU) stake by 47% in Q2 2026, selling an estimated $27.9M and leaving 2,294,373 shares worth $30.7M. The position accounts for 0.1% of the portfolio, ranked #173.

CI Investments Inc first reported a position in NU in Q4 2023 and has held it in 9 quarters since. The position peaked at $62.7M in Q1 2026. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

CI Investments Inc held 2,294,373 shares of Nu Holdings worth $30.7M as of Q2 2026.
CI Investments Inc sold 2,072,297 Nu Holdings shares in Q2 2026, an estimated $27.9M.
Nu Holdings made up 0.1% of CI Investments Inc's portfolio in Q2 2026, its #173 holding.
CI Investments Inc first reported a position in Nu Holdings in Q4 2023 and has held it in 9 quarters since.
CI Investments Inc's Nu Holdings position peaked at $62.7M in Q1 2026.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.