MCM
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MAI Capital Management’s Nu Holdings NU Stock Holding History

MAI Capital Management’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 		$607K Sell
45,455
-395
-0.9% -$5.32K ﹤0.01% 1210
2026
Q1 		$659K Buy
45,850
+9,483
+26% +$154K ﹤0.01% 917
2025
Q4 		$609K Buy
36,367
+737
+2% +$11.8K ﹤0.01% 901
2025
Q3 		$570K Buy
35,630
+27,121
+319% +$378K ﹤0.01% 876
2025
Q2 		$117K Buy
8,509
+525
+7% +$6.29K ﹤0.01% 1414
2025
Q1 		$81.8K Sell
7,984
-1,000
-11% -$11.8K ﹤0.01% 1499
2024
Q4 		$93.1K Buy
+8,984
New +$119K ﹤0.01% 1474

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

MAI Capital Management's NU Position: Q2 2026 in Review

MAI Capital Management reduced its Nu Holdings (NU) stake by 0.86% in Q2 2026, selling an estimated $5.32K and leaving 45,455 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1210.

MAI Capital Management first reported a position in NU in Q4 2024 and has held it in 7 quarters since. The position peaked at $659K in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • MAI Capital Management held 45,455 shares of Nu Holdings worth $607K as of Q2 2026.
  • MAI Capital Management sold 395 Nu Holdings shares in Q2 2026, an estimated $5.32K.
  • Nu Holdings made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1210 holding.
  • MAI Capital Management first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
  • MAI Capital Management's Nu Holdings position peaked at $659K in Q1 2026.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.