Rathbones Group’s Nu Holdings NU Stock Holding History

Rathbones 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 Q2	$2.42M	Sell	180,975 -5,644	-3%	-$76.1K	0.01%	290
2026 Q1	$2.68M	Sell	186,619 -7,662	-4%	-$124K	0.01%	272
2025 Q4	$3.25M	Buy	194,281 +45,557	+31%	+$732K	0.01%	257
2025 Q3	$2.38M	Buy	148,724 +1,134	+0.8%	+$15.8K	0.01%	279
2025 Q2	$2.02M	Buy	147,590 +80,200	+119%	+$960K	0.01%	286
2025 Q1	$690K	Buy	+67,390	New	+$796K	﹤0.01%	370

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

Rathbones Group's NU Position: Q2 2026 in Review

Rathbones Group reduced its Nu Holdings (NU) stake by 3% in Q2 2026, selling an estimated $76.1K and leaving 180,975 shares worth $2.42M. The position accounts for 0.01% of the portfolio, ranked #290.

Rathbones Group first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.25M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Rathbones Group held 180,975 shares of Nu Holdings worth $2.42M as of Q2 2026.
Rathbones Group sold 5,644 Nu Holdings shares in Q2 2026, an estimated $76.1K.
Nu Holdings made up 0.01% of Rathbones Group's portfolio in Q2 2026, its #290 holding.
Rathbones Group first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Rathbones Group's Nu Holdings position peaked at $3.25M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.