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Cromwell Holdings’s Nu Holdings NU Stock Holding History

Cromwell Holdings’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 		$2.78K Hold
208
– – ﹤0.01% 779
2026
Q1 		$2.99K Hold
208
– – ﹤0.01% 649
2025
Q4 		$3.48K Hold
208
– – ﹤0.01% 636
2025
Q3 		$3.33K Sell
208
-156
-43% -$2.18K ﹤0.01% 646
2025
Q2 		$4.99K Buy
364
+208
+133% +$2.49K ﹤0.01% 623
2025
Q1 		$1.6K Buy
+156
New +$1.84K ﹤0.01% 622

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Cromwell Holdings's NU Position: Q2 2026 in Review

Cromwell Holdings held its Nu Holdings (NU) position steady in Q2 2026 at 208 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Cromwell Holdings first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.99K in Q2 2025. 131 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Cromwell Holdings held 208 shares of Nu Holdings worth $2.78K as of Q2 2026.
  • Cromwell Holdings left its Nu Holdings share count unchanged in Q2 2026.
  • Nu Holdings made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #779 holding.
  • Cromwell Holdings first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
  • Cromwell Holdings's Nu Holdings position peaked at $4.99K in Q2 2025.
  • 131 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.