Sand Hill Global Advisors’s Nu Holdings NU Stock Holding History

Sand Hill Global 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	$739K	Sell	55,298 -3,099	-5%	-$41.8K	0.02%	141
2026 Q1	$839K	Hold	58,397	–	–	0.03%	121
2025 Q4	$978K	Sell	58,397 -397	-0.7%	-$6.38K	0.03%	118
2025 Q3	$941K	Hold	58,794	–	–	0.03%	117
2025 Q2	$807K	Sell	58,794 -3,275	-5%	-$39.2K	0.03%	128
2025 Q1	$636K	Sell	62,069 -1,815	-3%	-$21.4K	0.03%	135
2024 Q4	$662K	Sell	63,884 -1,408	-2%	-$18.7K	0.03%	127
2024 Q3	$891K	Sell	65,292 -7,500	-10%	-$101K	0.04%	112
2024 Q2	$938K	Buy	72,792 +61,259	+531%	+$713K	0.04%	114
2024 Q1	$138K	Hold	11,533	–	–	0.01%	161
2023 Q4	$96.1K	Hold	11,533	–	–	﹤0.01%	160
2023 Q3	$83.6K	Buy	+11,533	New	+$86.3K	﹤0.01%	152

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

Sand Hill Global Advisors's NU Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Nu Holdings (NU) stake by 5.3% in Q2 2026, selling an estimated $41.8K and leaving 55,298 shares worth $739K. The position accounts for 0.02% of the portfolio, ranked #141.

Sand Hill Global Advisors first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $978K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sand Hill Global Advisors held 55,298 shares of Nu Holdings worth $739K as of Q2 2026.
Sand Hill Global Advisors sold 3,099 Nu Holdings shares in Q2 2026, an estimated $41.8K.
Nu Holdings made up 0.02% of Sand Hill Global Advisors's portfolio in Q2 2026, its #141 holding.
Sand Hill Global Advisors first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
Sand Hill Global Advisors's Nu Holdings position peaked at $978K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.