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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cumberland Partners's NU Position: Q1 2026 in Review

Cumberland Partners reduced its Nu Holdings (NU) stake by 33% in Q1 2026, selling an estimated $1.54M and leaving 190,000 shares worth $2.73M. The position accounts for 0.21% of the portfolio, ranked #76.

Cumberland Partners first reported a position in NU in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.77M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Cumberland Partners held 190,000 shares of Nu Holdings worth $2.73M as of Q1 2026.
  • Cumberland Partners sold 95,000 Nu Holdings shares in Q1 2026, an estimated $1.54M.
  • Nu Holdings made up 0.21% of Cumberland Partners's portfolio in Q1 2026, its #76 holding.
  • Cumberland Partners first reported a position in Nu Holdings in Q2 2025 and has held it in 4 quarters since.
  • Cumberland Partners's Nu Holdings position peaked at $4.77M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.