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 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

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

Pinnacle Associates's NU Position: Q2 2026 in Review

Pinnacle Associates increased its Nu Holdings (NU) stake by 11% in Q2 2026, buying an estimated $19.2K and bringing the position to 14,399 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Pinnacle Associates first reported a position in NU in Q4 2024 and has held it in 7 quarters since. 859 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Pinnacle Associates held 14,399 shares of Nu Holdings worth $192K as of Q2 2026.
Pinnacle Associates bought 1,422 Nu Holdings shares in Q2 2026, an estimated $19.2K.
Nu Holdings made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #937 holding.
Pinnacle Associates first reported a position in Nu Holdings in Q4 2024 and has held it in 7 quarters since.
859 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.