Partners Capital Investment Group’s Nu Holdings NU Stock Holding History

Partners Capital Investment Group’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	$788K	Hold	58,993	–	–	0.03%	125
2026 Q1	$848K	Hold	58,993	–	–	0.03%	120
2025 Q4	$988K	Sell	58,993 -8,795	-13%	-$141K	0.04%	111
2025 Q3	$1.09M	Hold	67,788	–	–	0.04%	104
2025 Q2	$930K	Hold	67,788	–	–	0.04%	111
2025 Q1	$694K	Buy	+67,788	New	+$801K	0.01%	145
2024 Q4	–	Sell	-67,788	Closed	-$925K	–	149
2024 Q3	$925K	Sell	67,788 -8,850	-12%	-$119K	0.01%	140
2024 Q2	$988K	Buy	+76,638	New	+$892K	0.02%	147
2024 Q1	–	Sell	-167,608	Closed	-$1.4M	–	220
2023 Q4	$1.4M	Sell	167,608 -31,011	-16%	-$251K	0.03%	131
2023 Q3	$1.44M	Hold	198,619	–	–	0.03%	130
2023 Q2	$1.57M	Buy	+198,619	New	+$1.22M	0.03%	133

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

Partners Capital Investment Group's NU Position: Q2 2026 in Review

Partners Capital Investment Group held its Nu Holdings (NU) position steady in Q2 2026 at 58,993 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #125.

Partners Capital Investment Group first reported a position in NU in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.57M in Q2 2023. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Partners Capital Investment Group held 58,993 shares of Nu Holdings worth $788K as of Q2 2026.
Partners Capital Investment Group left its Nu Holdings share count unchanged in Q2 2026.
Nu Holdings made up 0.03% of Partners Capital Investment Group's portfolio in Q2 2026, its #125 holding.
Partners Capital Investment Group first reported a position in Nu Holdings in Q2 2023 and has held it in 11 quarters since.
Partners Capital Investment Group's Nu Holdings position peaked at $1.57M in Q2 2023.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.