Cornerstone Planning Group’s Nu Holdings NU Stock Holding History

Cornerstone Planning Group’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	$23.7K	Sell	1,633 -236	-13%	-$3.18K	﹤0.01%	615
2026 Q1	$26.6K	Buy	1,869 +260	+16%	+$4.21K	﹤0.01%	582
2025 Q4	$30.2K	Buy	1,609 +1,580	+5,448%	+$25.4K	﹤0.01%	471
2025 Q3	$308	Sell	29 -41	-59%	-$572	﹤0.01%	1576
2025 Q2	$851	Sell	70 -735	-91%	-$8.8K	﹤0.01%	1155
2025 Q1	$9.25K	Buy	+805	New	+$9.51K	﹤0.01%	595
2024 Q4	–	Sell	-23	Closed	-$360	–	1468
2024 Q3	$360	Buy	+23	New	+$309	﹤0.01%	1153

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Cornerstone Planning Group's NU Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Nu Holdings (NU) stake by 13% in Q2 2026, selling an estimated $3.18K and leaving 1,633 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Cornerstone Planning Group first reported a position in NU in Q3 2024 and has held it in 7 quarters since. The position peaked at $30.2K in Q4 2025. 408 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Cornerstone Planning Group held 1,633 shares of Nu Holdings worth $23.7K as of Q2 2026.
Cornerstone Planning Group sold 236 Nu Holdings shares in Q2 2026, an estimated $3.18K.
Nu Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #615 holding.
Cornerstone Planning Group first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
Cornerstone Planning Group's Nu Holdings position peaked at $30.2K in Q4 2025.
408 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.