Crossmark Global Holdings’s Nu Holdings NU Stock Holding History

Crossmark Global 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	$1.11M	Sell	83,274 -1,919	-2%	-$25.9K	0.01%	603
2026 Q1	$1.22M	Sell	85,193 -4,811	-5%	-$78K	0.02%	548
2025 Q4	$1.51M	Sell	90,004 -20,403	-18%	-$328K	0.02%	498
2025 Q3	$1.77M	Hold	110,407	–	–	0.03%	484
2025 Q2	$1.51M	Sell	110,407 -3,805	-3%	-$45.6K	0.02%	504
2025 Q1	$1.17M	Buy	114,212 +520	+0.5%	+$6.15K	0.02%	562
2024 Q4	$1.18M	Buy	113,692 +2,151	+2%	+$28.6K	0.02%	534
2024 Q3	$1.52M	Sell	111,541 -49,477	-31%	-$666K	0.03%	473
2024 Q2	$2.08M	Buy	161,018 +2,255	+1%	+$26.3K	0.04%	394
2024 Q1	$1.89M	Buy	158,763 +7,279	+5%	+$74.3K	0.04%	442
2023 Q4	$1.26M	Buy	151,484 +7,538	+5%	+$60.9K	0.03%	534
2023 Q3	$1.09M	Buy	143,946 +21,446	+18%	+$160K	0.02%	552
2023 Q2	$968K	Buy	122,500 +82,878	+209%	+$509K	0.02%	595
2023 Q1	$188K	Buy	+39,622	New	+$177K	﹤0.01%	1240

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

Crossmark Global Holdings's NU Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Nu Holdings (NU) stake by 2.3% in Q2 2026, selling an estimated $25.9K and leaving 83,274 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #603.

Crossmark Global Holdings first reported a position in NU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.08M in Q2 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Crossmark Global Holdings held 83,274 shares of Nu Holdings worth $1.11M as of Q2 2026.
Crossmark Global Holdings sold 1,919 Nu Holdings shares in Q2 2026, an estimated $25.9K.
Nu Holdings made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #603 holding.
Crossmark Global Holdings first reported a position in Nu Holdings in Q1 2023 and has held it in 14 quarters since.
Crossmark Global Holdings's Nu Holdings position peaked at $2.08M in Q2 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.