L & S Advisors’s Nu Holdings NU Stock Holding History

L & S Advisors’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	-200,814	Closed	-$2.89M	–	251
2026 Q1	$2.89M	Sell	200,814 -182,602	-48%	-$2.96M	0.36%	81
2025 Q4	$6.42M	Buy	383,416 +6,536	+2%	+$105K	0.59%	53
2025 Q3	$6.03M	Buy	376,880 +17,599	+5%	+$246K	0.58%	51
2025 Q2	$4.93M	Buy	+359,281	New	+$4.3M	0.49%	61

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

L & S Advisors's NU Position: Q2 2026 in Review

L & S Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 200,814 shares — an estimated $2.89M sold.

L & S Advisors first reported a position in NU in Q2 2025 and held it in 4 quarters. The position peaked at $6.42M in Q4 2025. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

L & S Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
L & S Advisors sold 200,814 Nu Holdings shares in Q2 2026, an estimated $2.89M.
L & S Advisors first reported a position in Nu Holdings in Q2 2025 and held it in 4 quarters.
L & S Advisors's Nu Holdings position peaked at $6.42M in Q4 2025.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.