J. Safra Sarasin Holding’s Nu Holdings NU Stock Holding History

J. Safra Sarasin Holding’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	$1.4M	Buy	+104,644	New	+$1.41M	0.02%	328
2024 Q3	–	Sell	-38,410	Closed	-$495K	–	468
2024 Q2	$495K	Buy	+38,410	New	+$447K	0.01%	405

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 $3.38T AUM 44.17% 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

J. Safra Sarasin Holding's NU Position: Q2 2026 in Review

J. Safra Sarasin Holding opened a new position in Nu Holdings (NU) in Q2 2026: 104,644 shares worth $1.4M. The stake represents 0.02% of the portfolio and ranks #328 among its holdings. This is a return to the name: J. Safra Sarasin Holding previously reported a position in NU as recently as Q2 2024.

J. Safra Sarasin Holding first reported a position in NU in Q2 2024 and has held it in 2 quarters since. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

J. Safra Sarasin Holding held 104,644 shares of Nu Holdings worth $1.4M as of Q2 2026.
Nu Holdings was a new J. Safra Sarasin Holding position in Q2 2026.
Nu Holdings made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #328 holding.
J. Safra Sarasin Holding first reported a position in Nu Holdings in Q2 2024 and has held it in 2 quarters since.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.