&Partners’s Nu Holdings NU Stock Holding History

&Partners’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	$329K	Sell	24,632 -1,174	-5%	-$15.8K	﹤0.01%	2083
2026 Q1	$371K	Buy	25,806 +1,303	+5%	+$21.1K	﹤0.01%	1852
2025 Q4	$411K	Buy	24,503 +1,304	+6%	+$21K	﹤0.01%	1744
2025 Q3	$371K	Buy	23,199 +3,800	+20%	+$53K	﹤0.01%	1634
2025 Q2	$266K	Buy	+19,399	New	+$232K	﹤0.01%	1683

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 $3.37T AUM 44.26% 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's NU Position: Q2 2026 in Review

&Partners reduced its Nu Holdings (NU) stake by 4.5% in Q2 2026, selling an estimated $15.8K and leaving 24,632 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

&Partners first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $411K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

&Partners held 24,632 shares of Nu Holdings worth $329K as of Q2 2026.
&Partners sold 1,174 Nu Holdings shares in Q2 2026, an estimated $15.8K.
Nu Holdings made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2083 holding.
&Partners first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
&Partners's Nu Holdings position peaked at $411K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.