Pinnacle Associates’s Nu Holdings NU Stock Holding History

Pinnacle Associates’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 Q3	$166K	Sell	13,114 -1,285	-9%	-$18.2K	﹤0.01%	931
2026 Q2	$192K	Buy	14,399 +1,422	+11%	+$19.2K	﹤0.01%	937
2026 Q1	$186K	Buy	12,977 +2,222	+21%	+$36K	﹤0.01%	916
2025 Q4	$180K	Hold	10,755	–	–	﹤0.01%	905
2025 Q3	$172K	Sell	10,755 -390	-3%	-$5.44K	﹤0.01%	843
2025 Q2	$153K	Sell	11,145 -6,962	-38%	-$83.4K	﹤0.01%	826
2025 Q1	$185K	Buy	18,107 +137	+0.8%	+$1.62K	﹤0.01%	795
2024 Q4	$186K	Buy	+17,970	New	+$239K	﹤0.01%	808

Other funds holding NU

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pinnacle Associates's NU Position: Q3 2026 in Review

Pinnacle Associates reduced its Nu Holdings (NU) stake by 8.9% in Q3 2026, selling an estimated $18.2K and leaving 13,114 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Pinnacle Associates first reported a position in NU in Q4 2024 and has held it in 8 quarters since. The position peaked at $192K in Q2 2026. 396 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Pinnacle Associates held 13,114 shares of Nu Holdings worth $166K as of Q3 2026.
Pinnacle Associates sold 1,285 Nu Holdings shares in Q3 2026, an estimated $18.2K.
Nu Holdings made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #931 holding.
Pinnacle Associates first reported a position in Nu Holdings in Q4 2024 and has held it in 8 quarters since.
Pinnacle Associates's Nu Holdings position peaked at $192K in Q2 2026.
396 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.