IEQ Capital’s Nu Holdings NU Stock Holding History

IEQ Capital’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	$9.4M	Sell	703,804 -3,594,756	-84%	-$48.5M	0.04%	354
2026 Q1	$61.8M	Sell	4,298,560 -275,828	-6%	-$4.47M	0.29%	65
2025 Q4	$76.6M	Sell	4,574,388 -272,972	-6%	-$4.39M	0.23%	49
2025 Q3	$77.6M	Sell	4,847,360 -861	-0%	-$12K	0.24%	37
2025 Q2	$66.5M	Buy	4,848,221 +1,144,664	+31%	+$13.7M	0.41%	37
2025 Q1	$37.9M	Sell	3,703,557 -121,970	-3%	-$1.44M	0.3%	48
2024 Q4	$39.6M	Sell	3,825,527 -504,392	-12%	-$6.71M	0.38%	40
2024 Q3	$59.1M	Buy	4,329,919 +184,519	+4%	+$2.48M	0.73%	25
2024 Q2	$53.4M	Sell	4,145,400 -347,733	-8%	-$4.05M	0.72%	27
2024 Q1	$53.6M	Buy	4,493,133 +2,146,136	+91%	+$21.9M	0.77%	23
2023 Q4	$19.6M	Buy	2,346,997 +692,278	+42%	+$5.59M	0.33%	49
2023 Q3	$12M	Buy	1,654,719 +48,496	+3%	+$363K	0.24%	66
2023 Q2	$12.7M	Sell	1,606,223 -88,018	-5%	-$541K	0.26%	66
2023 Q1	$8.06M	Sell	1,694,241 -346,908	-17%	-$1.55M	0.19%	89
2022 Q4	$8.31M	Buy	2,041,149 +1,026,253	+101%	+$4.46M	0.23%	78
2022 Q3	$4.47M	Buy	1,014,896 +978,820	+2,713%	+$4.49M	0.12%	122
2022 Q2	$135K	Buy	+36,076	New	+$183K	﹤0.01%	757

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

IEQ Capital's NU Position: Q2 2026 in Review

IEQ Capital reduced its Nu Holdings (NU) stake by 84% in Q2 2026, selling an estimated $48.5M and leaving 703,804 shares worth $9.4M. The position accounts for 0.04% of the portfolio, ranked #354.

IEQ Capital first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $77.6M in Q3 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

IEQ Capital held 703,804 shares of Nu Holdings worth $9.4M as of Q2 2026.
IEQ Capital sold 3,594,756 Nu Holdings shares in Q2 2026, an estimated $48.5M.
Nu Holdings made up 0.04% of IEQ Capital's portfolio in Q2 2026, its #354 holding.
IEQ Capital first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
IEQ Capital's Nu Holdings position peaked at $77.6M in Q3 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.