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Cornerstone Wealth Group’s Nu Holdings NU Stock Holding History

Cornerstone Wealth 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 		$686K Sell
51,322
-107
-0.2% -$1.44K 0.04% 205
2026
Q1 		$774K Sell
51,429
-295
-0.6% -$4.78K 0.05% 186
2025
Q4 		$866K Buy
51,724
+621
+1% +$9.98K 0.06% 162
2025
Q3 		$818K Buy
51,103
+5
+0% +$70 0.06% 158
2025
Q2 		$701K Buy
51,098
+13,430
+36% +$161K 0.05% 161
2025
Q1 		$386K Sell
37,668
-59
-0.2% -$697 0.03% 192
2024
Q4 		$391K Buy
37,727
+24
+0.1% +$319 0.03% 186
2024
Q3 		$515K Buy
37,703
+12
+0% +$161 0.04% 165
2024
Q2 		$486K Buy
37,691
+8
+0% +$93 0.04% 160
2024
Q1 		$450K Buy
37,683
+3,038
+9% +$31K 0.04% 166
2023
Q4 		$289K Buy
34,645
+3,286
+10% +$26.6K 0.04% 125
2023
Q3 		$227K Buy
31,359
+3,286
+12% +$24.6K 0.04% 138
2023
Q2 		$221K Buy
28,073
+6,572
+31% +$40.4K 0.04% 136
2023
Q1 		$102K Buy
21,501
+3,286
+18% +$14.6K 0.02% 143
2022
Q4 		$74.1K Buy
+18,215
New +$79.2K 0.01% 133

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

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

Cornerstone Wealth Group reduced its Nu Holdings (NU) stake by 0.21% in Q2 2026, selling an estimated $1.44K and leaving 51,322 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #205.

Cornerstone Wealth Group first reported a position in NU in Q4 2022 and has held it in 15 quarters since. The position peaked at $866K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Cornerstone Wealth Group held 51,322 shares of Nu Holdings worth $686K as of Q2 2026.
  • Cornerstone Wealth Group sold 107 Nu Holdings shares in Q2 2026, an estimated $1.44K.
  • Nu Holdings made up 0.04% of Cornerstone Wealth Group's portfolio in Q2 2026, its #205 holding.
  • Cornerstone Wealth Group first reported a position in Nu Holdings in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Wealth Group's Nu Holdings position peaked at $866K in Q4 2025.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.