Savant Capital’s Nu Holdings NU Stock Holding History

Savant Capital’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	$186K	Buy	+13,347	New	+$180K	﹤0.01%	1751
2026 Q1	–	Sell	-14,219	Closed	-$238K	–	1552
2025 Q4	$238K	Buy	+14,219	New	+$229K	﹤0.01%	1193
2025 Q1	–	Sell	-20,391	Closed	-$211K	–	1309
2024 Q4	$211K	Buy	20,391 +5,693	+39%	+$75.7K	﹤0.01%	1294
2024 Q3	$201K	Buy	14,698 +308	+2%	+$4.14K	﹤0.01%	1281
2024 Q2	$185K	Sell	14,390 -237	-2%	-$2.76K	﹤0.01%	1145
2024 Q1	$175K	Buy	+14,627	New	+$149K	﹤0.01%	1051

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

Savant Capital's NU Position: Q2 2026 in Review

Savant Capital opened a new position in Nu Holdings (NU) in Q2 2026: 13,347 shares worth $186K. The stake represents ﹤0.01% of the portfolio and ranks #1751 among its holdings. This is a return to the name: Savant Capital previously reported a position in NU as recently as Q4 2025.

Savant Capital first reported a position in NU in Q1 2024 and has held it in 6 quarters since. The position peaked at $238K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Savant Capital held 13,347 shares of Nu Holdings worth $186K as of Q2 2026.
Nu Holdings was a new Savant Capital position in Q2 2026.
Nu Holdings made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1751 holding.
Savant Capital first reported a position in Nu Holdings in Q1 2024 and has held it in 6 quarters since.
Savant Capital's Nu Holdings position peaked at $238K in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.