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Evergreen Capital Management’s Nu Holdings NU Stock Holding History

Evergreen Capital Management’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 		$432K Sell
32,326
-399
-1% -$5.38K 0.01% 994
2026
Q1 		$470K Sell
32,725
-411
-1% -$6.66K 0.01% 825
2025
Q4 		$555K Buy
33,136
+47
+0.1% +$755 0.01% 684
2025
Q3 		$530K Buy
33,089
+9,352
+39% +$130K 0.01% 630
2025
Q2 		$326K Buy
23,737
+1,755
+8% +$21K 0.01% 765
2025
Q1 		$225K Buy
21,982
+876
+4% +$10.4K 0.01% 926
2024
Q4 		$219K Sell
21,106
-14,898
-41% -$198K 0.01% 933
2024
Q3 		$491K Hold
36,004
– – 0.02% 505
2024
Q2 		$464K Buy
36,004
+6,300
+21% +$73.4K 0.02% 489
2024
Q1 		$354K Buy
29,704
+2,208
+8% +$22.5K 0.01% 569
2023
Q4 		$229K Hold
27,496
– – 0.01% 713
2023
Q3 		$199K Buy
27,496
+8,835
+47% +$66.1K 0.01% 717
2023
Q2 		$147K Buy
18,661
+2,864
+18% +$17.6K 0.01% 760
2023
Q1 		$75.2K Buy
15,797
+3,966
+34% +$17.7K ﹤0.01% 702
2022
Q4 		$48.2K Buy
+11,831
New +$51.4K ﹤0.01% 668

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Evergreen Capital Management's NU Position: Q2 2026 in Review

Evergreen Capital Management reduced its Nu Holdings (NU) stake by 1.2% in Q2 2026, selling an estimated $5.38K and leaving 32,326 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #994.

Evergreen Capital Management first reported a position in NU in Q4 2022 and has held it in 15 quarters since. The position peaked at $555K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Evergreen Capital Management held 32,326 shares of Nu Holdings worth $432K as of Q2 2026.
  • Evergreen Capital Management sold 399 Nu Holdings shares in Q2 2026, an estimated $5.38K.
  • Nu Holdings made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #994 holding.
  • Evergreen Capital Management first reported a position in Nu Holdings in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Capital Management's Nu Holdings position peaked at $555K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.