Intellectus Partners’s Nu Holdings NU Stock Holding History

Intellectus Partners’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	$1.18M	Buy	88,387 +1,105	+1%	+$14.9K	0.2%	124
2026 Q1	$1.25M	Buy	87,282 +17,292	+25%	+$280K	0.26%	106
2025 Q4	$1.17M	Buy	69,990 +44,450	+174%	+$714K	0.23%	116
2025 Q3	$409K	Buy	25,540 +8,500	+50%	+$119K	0.08%	213
2025 Q2	$234K	Sell	17,040 -39,150	-70%	-$469K	0.05%	251
2025 Q1	$575K	Buy	+56,190	New	+$664K	0.14%	176

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

Intellectus Partners's NU Position: Q2 2026 in Review

Intellectus Partners increased its Nu Holdings (NU) stake by 1.3% in Q2 2026, buying an estimated $14.9K and bringing the position to 88,387 shares worth $1.18M. The position accounts for 0.2% of the portfolio, ranked #124.

Intellectus Partners first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.25M in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Intellectus Partners held 88,387 shares of Nu Holdings worth $1.18M as of Q2 2026.
Intellectus Partners bought 1,105 Nu Holdings shares in Q2 2026, an estimated $14.9K.
Nu Holdings made up 0.2% of Intellectus Partners's portfolio in Q2 2026, its #124 holding.
Intellectus Partners first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Intellectus Partners's Nu Holdings position peaked at $1.25M in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.