PCIG
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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return