Corient Private Wealth
NU icon

Corient Private Wealth’s Nu Holdings NU Stock Holding History

Corient Private Wealth’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 		$1.36M Sell
102,167
-51,033
-33% -$688K ﹤0.01% 1616
2026
Q1 		$2.17M Buy
153,200
+26,538
+21% +$430K ﹤0.01% 1220
2025
Q4 		$2.12M Buy
126,662
+2,174
+2% +$34.9K ﹤0.01% 1121
2025
Q3 		$1.99M Buy
124,488
+50,693
+69% +$707K ﹤0.01% 1064
2025
Q2 		$1.01M Sell
73,795
-29,923
-29% -$358K ﹤0.01% 1360
2025
Q1 		$1.06M Buy
103,718
+5,507
+6% +$65.1K ﹤0.01% 1252
2024
Q4 		$1.02M Sell
98,211
-951
-1% -$12.6K ﹤0.01% 1314
2024
Q3 		$1.35M Buy
99,162
+16,377
+20% +$220K ﹤0.01% 1266
2024
Q2 		$1.07M Sell
82,785
-81,573
-50% -$950K ﹤0.01% 1297
2024
Q1 		$1.96M Buy
164,358
+62,754
+62% +$641K ﹤0.01% 1027
2023
Q4 		$846K Buy
101,604
+6,383
+7% +$51.6K ﹤0.01% 1348
2023
Q3 		$690K Buy
95,221
+4,079
+4% +$30.5K ﹤0.01% 1328
2023
Q2 		$719K Sell
91,142
-7,012
-7% -$43.1K ﹤0.01% 1281
2023
Q1 		$467K Sell
98,154
-753
-0.8% -$3.35K ﹤0.01% 1412
2022
Q4 		$403K Buy
+98,907
New +$430K ﹤0.01% 1223

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Corient Private Wealth's NU Position: Q2 2026 in Review

Corient Private Wealth reduced its Nu Holdings (NU) stake by 33% in Q2 2026, selling an estimated $688K and leaving 102,167 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Corient Private Wealth first reported a position in NU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q1 2026. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Corient Private Wealth held 102,167 shares of Nu Holdings worth $1.36M as of Q2 2026.
  • Corient Private Wealth sold 51,033 Nu Holdings shares in Q2 2026, an estimated $688K.
  • Nu Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1616 holding.
  • Corient Private Wealth first reported a position in Nu Holdings in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Nu Holdings position peaked at $2.17M in Q1 2026.
  • 858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.