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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
Q1 		– Sell
-3,000
Closed -$50.2K – 1591
2025
Q4 		$50.2K Buy
+3,000
New +$48.2K ﹤0.01% 1397
2025
Q3 		– Hold
0
– – – 1302

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 $3.38T AUM 44.17% 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. 862 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.
  • 862 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.