Sanctuary Advisors’s Nu Holdings NU Stock Holding History

Sanctuary Advisors’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	$516K	Sell	38,617 -6,984	-15%	-$94.1K	﹤0.01%	1957
2026 Q1	$655K	Sell	45,601 -1,714	-4%	-$27.8K	﹤0.01%	1595
2025 Q4	$792K	Buy	47,315 +7,354	+18%	+$118K	﹤0.01%	1459
2025 Q3	$640K	Buy	39,961 +15,571	+64%	+$217K	﹤0.01%	1551
2025 Q2	$335K	Sell	24,390 -1,463	-6%	-$17.5K	﹤0.01%	1846
2025 Q1	$265K	Buy	25,853 +453	+2%	+$5.35K	﹤0.01%	1869
2024 Q4	$341K	Sell	25,400 -2,734	-10%	-$36.4K	﹤0.01%	1915
2024 Q3	$391K	Sell	28,134 -22,792	-45%	-$307K	﹤0.01%	1850
2024 Q2	$563K	Buy	+50,926	New	+$593K	﹤0.01%	1568

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

Sanctuary Advisors's NU Position: Q2 2026 in Review

Sanctuary Advisors reduced its Nu Holdings (NU) stake by 15% in Q2 2026, selling an estimated $94.1K and leaving 38,617 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1957.

Sanctuary Advisors first reported a position in NU in Q2 2024 and has held it in 9 quarters since. The position peaked at $792K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sanctuary Advisors held 38,617 shares of Nu Holdings worth $516K as of Q2 2026.
Sanctuary Advisors sold 6,984 Nu Holdings shares in Q2 2026, an estimated $94.1K.
Nu Holdings made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1957 holding.
Sanctuary Advisors first reported a position in Nu Holdings in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Nu Holdings position peaked at $792K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.