Fox Run Management’s Nu Holdings NU Stock Holding History

Fox Run 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	–	Sell	-17,233	Closed	-$233K	–	1190
2026 Q1	$233K	Buy	+17,233	New	+$279K	0.04%	710
2025 Q3	–	Sell	-126,292	Closed	-$1.73M	–	1142
2025 Q2	$1.73M	Buy	126,292 +108,588	+613%	+$1.3M	0.29%	54
2025 Q1	$181K	Buy	+17,704	New	+$209K	0.03%	811
2024 Q2	–	Sell	-12,603	Closed	-$150K	–	978
2024 Q1	$150K	Sell	12,603 -31,893	-72%	-$326K	0.03%	672
2023 Q4	$371K	Buy	+44,496	New	+$360K	0.09%	423
2023 Q3	–	Sell	-44,932	Closed	-$355K	–	899
2023 Q2	$355K	Buy	+44,932	New	+$276K	0.1%	391

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

Fox Run Management's NU Position: Q2 2026 in Review

Fox Run Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 17,233 shares — an estimated $233K sold.

Fox Run Management first reported a position in NU in Q2 2023 and held it in 6 quarters. The position peaked at $1.73M in Q2 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Fox Run Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Fox Run Management sold 17,233 Nu Holdings shares in Q2 2026, an estimated $233K.
Fox Run Management first reported a position in Nu Holdings in Q2 2023 and held it in 6 quarters.
Fox Run Management's Nu Holdings position peaked at $1.73M in Q2 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Fox Run Management's 13F filing for Q2 2026, filed 4 Aug 2026.