CX Institutional’s Nu Holdings NU Stock Holding History

CX Institutional’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	$4K	Sell	264 -40	-13%	-$539	﹤0.01%	1394
2026 Q1	$4K	Buy	+304	New	+$4.93K	﹤0.01%	1381

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

CX Institutional's NU Position: Q2 2026 in Review

CX Institutional reduced its Nu Holdings (NU) stake by 13% in Q2 2026, selling an estimated $539 and leaving 264 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

CX Institutional first reported a position in NU in Q1 2026 and has held it in 2 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

CX Institutional held 264 shares of Nu Holdings worth $4K as of Q2 2026.
CX Institutional sold 40 Nu Holdings shares in Q2 2026, an estimated $539.
Nu Holdings made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1394 holding.
CX Institutional first reported a position in Nu Holdings in Q1 2026 and has held it in 2 quarters since.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.