HM Payson & Co’s Nu Holdings NU Stock Holding History

HM Payson & Co’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	$13.4K	Sell	1,000 -200	-17%	-$2.7K	﹤0.01%	894
2026 Q1	$17.2K	Buy	1,200 +637	+113%	+$10.3K	﹤0.01%	858
2025 Q4	$9.43K	Buy	563 +63	+13%	+$1.01K	﹤0.01%	928
2025 Q3	$8.01K	Buy	+500	New	+$6.97K	﹤0.01%	917
2025 Q1	–	Sell	-676	Closed	-$7K	–	1065
2024 Q4	$7K	Hold	676	–	–	﹤0.01%	875
2024 Q3	$9.23K	Buy	+676	New	+$9.1K	﹤0.01%	844

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

HM Payson & Co's NU Position: Q2 2026 in Review

HM Payson & Co reduced its Nu Holdings (NU) stake by 17% in Q2 2026, selling an estimated $2.7K and leaving 1,000 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

HM Payson & Co first reported a position in NU in Q3 2024 and has held it in 6 quarters since. The position peaked at $17.2K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

HM Payson & Co held 1,000 shares of Nu Holdings worth $13.4K as of Q2 2026.
HM Payson & Co sold 200 Nu Holdings shares in Q2 2026, an estimated $2.7K.
Nu Holdings made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #894 holding.
HM Payson & Co first reported a position in Nu Holdings in Q3 2024 and has held it in 6 quarters since.
HM Payson & Co's Nu Holdings position peaked at $17.2K in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.