Cumberland Partners’s Nu Holdings NU Stock Holding History

Cumberland Partners’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	–	Sell	-190,000	Closed	-$2.73M	–	164
2026 Q1	$2.73M	Sell	190,000 -95,000	-33%	-$1.54M	0.21%	76
2025 Q4	$4.77M	Buy	285,000 +165,000	+138%	+$2.65M	0.29%	67
2025 Q3	$1.92M	Buy	120,000 +7,500	+7%	+$105K	0.13%	110
2025 Q2	$1.54M	Buy	+112,500	New	+$1.35M	0.11%	113

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

Cumberland Partners's NU Position: Q2 2026 in Review

Cumberland Partners sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 190,000 shares — an estimated $2.73M sold.

Cumberland Partners first reported a position in NU in Q2 2025 and held it in 4 quarters. The position peaked at $4.77M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Cumberland Partners reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Cumberland Partners sold 190,000 Nu Holdings shares in Q2 2026, an estimated $2.73M.
Cumberland Partners first reported a position in Nu Holdings in Q2 2025 and held it in 4 quarters.
Cumberland Partners's Nu Holdings position peaked at $4.77M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.