Comprehensive Financial Management’s Nu Holdings NU Stock Holding History

Comprehensive Financial Management’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	$51.5M	Hold	3,854,648	–	–	1.69%	5
2026 Q1	$55.4M	Hold	3,854,648	–	–	1.84%	5
2025 Q4	$64.5M	Hold	3,854,648	–	–	1.95%	5
2025 Q3	$61.7M	Sell	3,854,648 -545,634	-12%	-$7.61M	1.71%	5
2025 Q2	$60.4M	Hold	4,400,282	–	–	1.68%	5
2025 Q1	$45.1M	Hold	4,400,282	–	–	1.42%	5
2024 Q4	$45.6M	Hold	4,400,282	–	–	1.26%	5
2024 Q3	$60.1M	Sell	4,400,282 -800,000	-15%	-$10.8M	1.67%	6
2024 Q2	$67M	Hold	5,200,282	–	–	2.36%	5
2024 Q1	$62M	Sell	5,200,282 -236,299	-4%	-$2.41M	2.01%	6
2023 Q4	$45.3M	Buy	5,436,581 +492,816	+10%	+$3.98M	1.6%	6
2023 Q3	$35.8M	Buy	4,943,765 +929,456	+23%	+$6.95M	1.3%	6
2023 Q2	$31.7M	Buy	4,014,309 +2,047,821	+104%	+$12.6M	1.04%	9
2023 Q1	$9.36M	Buy	1,966,488 +492,815	+33%	+$2.2M	0.28%	11
2022 Q4	$6M	Buy	1,473,673 +578,129	+65%	+$2.51M	0.19%	15
2022 Q3	$3.94M	Buy	895,544 +691,191	+338%	+$3.17M	0.1%	20
2022 Q2	$764K	Buy	+204,353	New	+$1.04M	0.02%	39

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

Comprehensive Financial Management's NU Position: Q2 2026 in Review

Comprehensive Financial Management held its Nu Holdings (NU) position steady in Q2 2026 at 3,854,648 shares worth $51.5M. The position accounts for 1.69% of the portfolio, ranked #5.

Comprehensive Financial Management first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $67M in Q2 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Comprehensive Financial Management held 3,854,648 shares of Nu Holdings worth $51.5M as of Q2 2026.
Comprehensive Financial Management left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 1.69% of Comprehensive Financial Management's portfolio in Q2 2026, its #5 holding.
Comprehensive Financial Management first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
Comprehensive Financial Management's Nu Holdings position peaked at $67M in Q2 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Comprehensive Financial Management's 13F filing for Q2 2026, filed 14 Aug 2026.