MV Capital Management’s Nu Holdings NU Stock Holding History

MV 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	$334	Sell	25 -3	-11%	-$40	﹤0.01%	1092
2026 Q1	$403	Buy	28 +9	+47%	+$146	﹤0.01%	1004
2025 Q4	$319	Hold	19	–	–	﹤0.01%	971
2025 Q3	$305	Hold	19	–	–	﹤0.01%	911
2025 Q2	$261	Buy	19 +4	+27%	+$48	﹤0.01%	919
2025 Q1	$154	Buy	15 +12	+400%	+$142	﹤0.01%	943
2024 Q4	$32	Sell	3 -9	-75%	-$120	﹤0.01%	1026
2024 Q3	$164	Sell	12 -6	-33%	-$81	﹤0.01%	909
2024 Q2	$233	Buy	+18	New	+$210	﹤0.01%	787

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

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

MV Capital Management reduced its Nu Holdings (NU) stake by 11% in Q2 2026, selling an estimated $40 and leaving 25 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

MV Capital Management first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $403 in Q1 2026. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

MV Capital Management held 25 shares of Nu Holdings worth $334 as of Q2 2026.
MV Capital Management sold 3 Nu Holdings shares in Q2 2026, an estimated $40.
Nu Holdings made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #1092 holding.
MV Capital Management first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
MV Capital Management's Nu Holdings position peaked at $403 in Q1 2026.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.