Raleigh Capital Management’s Nu Holdings NU Stock Holding History

Raleigh Capital Management’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	$2.31K	Sell	173 -148	-46%	-$2K	﹤0.01%	427
2026 Q1	$4.61K	Buy	+321	New	+$5.2K	﹤0.01%	436
2024 Q1	–	Sell	-2,856	Closed	-$23.8K	–	1110
2023 Q4	$23.8K	Sell	2,856 -166	-5%	-$1.34K	0.01%	412
2023 Q3	$21.9K	Buy	+3,022	New	+$22.6K	0.01%	380

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

Raleigh Capital Management's NU Position: Q2 2026 in Review

Raleigh Capital Management reduced its Nu Holdings (NU) stake by 46% in Q2 2026, selling an estimated $2K and leaving 173 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Raleigh Capital Management first reported a position in NU in Q3 2023 and has held it in 4 quarters since. The position peaked at $23.8K in Q4 2023. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Raleigh Capital Management held 173 shares of Nu Holdings worth $2.31K as of Q2 2026.
Raleigh Capital Management sold 148 Nu Holdings shares in Q2 2026, an estimated $2K.
Nu Holdings made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #427 holding.
Raleigh Capital Management first reported a position in Nu Holdings in Q3 2023 and has held it in 4 quarters since.
Raleigh Capital Management's Nu Holdings position peaked at $23.8K in Q4 2023.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.