Sullivan Wood Capital Management’s Nu Holdings NU Stock Holding History

Sullivan Wood Capital 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	$1.62M	Sell	121,270 -22,080	-15%	-$298K	2.22%	10
2026 Q1	$2.06M	Sell	143,350 -1,800	-1%	-$29.2K	3.61%	8
2025 Q4	$2.43M	Buy	145,150 +49,500	+52%	+$796K	3.66%	7
2025 Q3	$1.53M	Buy	95,650 +17,450	+22%	+$243K	2.26%	8
2025 Q2	$1.07M	Buy	+78,200	New	+$936K	2.24%	8

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

Sullivan Wood Capital Management's NU Position: Q2 2026 in Review

Sullivan Wood Capital Management reduced its Nu Holdings (NU) stake by 15% in Q2 2026, selling an estimated $298K and leaving 121,270 shares worth $1.62M. The position accounts for 2.22% of the portfolio, ranked #10.

Sullivan Wood Capital Management first reported a position in NU in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43M in Q4 2025. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sullivan Wood Capital Management held 121,270 shares of Nu Holdings worth $1.62M as of Q2 2026.
Sullivan Wood Capital Management sold 22,080 Nu Holdings shares in Q2 2026, an estimated $298K.
Nu Holdings made up 2.22% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #10 holding.
Sullivan Wood Capital Management first reported a position in Nu Holdings in Q2 2025 and has held it in 5 quarters since.
Sullivan Wood Capital Management's Nu Holdings position peaked at $2.43M in Q4 2025.
851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.