Cresset Asset Management’s Nu Holdings NU Stock Holding History

Cresset Asset 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	$237K	Sell	17,715 -25,735	-59%	-$347K	﹤0.01%	1509
2026 Q1	$624K	Buy	43,450 +18,674	+75%	+$303K	﹤0.01%	961
2025 Q4	$415K	Buy	24,776 +2,006	+9%	+$32.2K	﹤0.01%	1157
2025 Q3	$365K	Buy	22,770 +7,529	+49%	+$105K	﹤0.01%	1172
2025 Q2	$209K	Sell	15,241 -8,321	-35%	-$99.6K	﹤0.01%	1283
2025 Q1	$241K	Sell	23,562 -16,454	-41%	-$194K	﹤0.01%	1438
2024 Q4	$415K	Sell	40,016 -33,113	-45%	-$440K	﹤0.01%	1176
2024 Q3	$998K	Buy	73,129 +11,359	+18%	+$153K	﹤0.01%	1164
2024 Q2	$796K	Buy	61,770 +12,146	+24%	+$141K	﹤0.01%	1195
2024 Q1	$592K	Buy	49,624 +19,151	+63%	+$196K	﹤0.01%	1257
2023 Q4	$254K	Buy	30,473 +3,955	+15%	+$32K	﹤0.01%	1575
2023 Q3	$192K	Buy	+26,518	New	+$198K	﹤0.01%	1639

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

Cresset Asset Management's NU Position: Q2 2026 in Review

Cresset Asset Management reduced its Nu Holdings (NU) stake by 59% in Q2 2026, selling an estimated $347K and leaving 17,715 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Cresset Asset Management first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $998K in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Cresset Asset Management held 17,715 shares of Nu Holdings worth $237K as of Q2 2026.
Cresset Asset Management sold 25,735 Nu Holdings shares in Q2 2026, an estimated $347K.
Nu Holdings made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1509 holding.
Cresset Asset Management first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
Cresset Asset Management's Nu Holdings position peaked at $998K in Q3 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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