Custom Index Systems’s Nu Holdings NU Stock Holding History

Custom Index Systems’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	$376K	Sell	28,132 -1,270	-4%	-$17.1K	0.14%	181
2026 Q1	$423K	Hold	29,402	–	–	0.18%	159
2025 Q4	$492K	Hold	29,402	–	–	0.22%	132
2025 Q3	$471K	Hold	29,402	–	–	0.14%	173
2025 Q2	$403K	Buy	29,402 +4,160	+16%	+$49.8K	0.19%	164
2025 Q1	$258K	Buy	+25,242	New	+$298K	0.13%	230

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

Custom Index Systems's NU Position: Q2 2026 in Review

Custom Index Systems reduced its Nu Holdings (NU) stake by 4.3% in Q2 2026, selling an estimated $17.1K and leaving 28,132 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #181.

Custom Index Systems first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $492K in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Custom Index Systems held 28,132 shares of Nu Holdings worth $376K as of Q2 2026.
Custom Index Systems sold 1,270 Nu Holdings shares in Q2 2026, an estimated $17.1K.
Nu Holdings made up 0.14% of Custom Index Systems's portfolio in Q2 2026, its #181 holding.
Custom Index Systems first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Custom Index Systems's Nu Holdings position peaked at $492K in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.