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CoreCap Advisors’s Nu Holdings NU Stock Holding History

CoreCap Advisors’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 		$1.12K Buy
84
+46
+121% +$620 ﹤0.01% 2669
2026
Q1 		$546 Buy
38
+18
+90% +$292 ﹤0.01% 2639
2025
Q4 		$335 Hold
20
– – ﹤0.01% 2755
2025
Q3 		$320 Hold
20
– – ﹤0.01% 2617
2025
Q2 		$274 Sell
20
-84
-81% -$1.01K ﹤0.01% 2586
2025
Q1 		$1.06K Buy
104
+29
+39% +$343 ﹤0.01% 2514
2024
Q4 		$777 Sell
75
-405
-84% -$5.39K ﹤0.01% 2419
2024
Q3 		$6.55K Buy
+480
New +$6.46K ﹤0.01% 1910

Other funds holding NU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WU
Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CoreCap Advisors's NU Position: Q2 2026 in Review

CoreCap Advisors increased its Nu Holdings (NU) stake by 121% in Q2 2026, buying an estimated $620 and bringing the position to 84 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2669.

CoreCap Advisors first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.55K in Q3 2024. 103 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • CoreCap Advisors held 84 shares of Nu Holdings worth $1.12K as of Q2 2026.
  • CoreCap Advisors bought 46 Nu Holdings shares in Q2 2026, an estimated $620.
  • Nu Holdings made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2669 holding.
  • CoreCap Advisors first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
  • CoreCap Advisors's Nu Holdings position peaked at $6.55K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.