Silvercrest Asset Management’s Nu Holdings NU Stock Holding History

Silvercrest Asset 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	$6.96M	Sell	521,328 -49,295	-9%	-$664K	0.05%	407
2026 Q1	$8.2M	Sell	570,623 -1,095	-0.2%	-$17.7K	0.06%	340
2025 Q4	$9.57M	Buy	571,718 +134,361	+31%	+$2.16M	0.07%	323
2025 Q3	$7M	Buy	437,357 +13,059	+3%	+$182K	0.05%	374
2025 Q2	$5.82M	Buy	424,298 +4,450	+1%	+$53.3K	0.04%	407
2025 Q1	$4.3M	Buy	+419,848	New	+$4.96M	0.03%	433

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

Silvercrest Asset Management's NU Position: Q2 2026 in Review

Silvercrest Asset Management reduced its Nu Holdings (NU) stake by 8.6% in Q2 2026, selling an estimated $664K and leaving 521,328 shares worth $6.96M. The position accounts for 0.05% of the portfolio, ranked #407.

Silvercrest Asset Management first reported a position in NU in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.57M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Silvercrest Asset Management held 521,328 shares of Nu Holdings worth $6.96M as of Q2 2026.
Silvercrest Asset Management sold 49,295 Nu Holdings shares in Q2 2026, an estimated $664K.
Nu Holdings made up 0.05% of Silvercrest Asset Management's portfolio in Q2 2026, its #407 holding.
Silvercrest Asset Management first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
Silvercrest Asset Management's Nu Holdings position peaked at $9.57M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Silvercrest Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.