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Transcend Capital Advisors’s Nu Holdings NU Stock Holding History

Transcend Capital 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 		$198K Sell
14,784
-3,178
-18% -$42.8K 0.01% 786
2026
Q1 		$258K Buy
17,962
+186
+1% +$3.02K 0.02% 598
2025
Q4 		$298K Buy
17,776
+447
+3% +$7.18K 0.02% 523
2025
Q3 		$277K Buy
17,329
+559
+3% +$7.8K 0.02% 561
2025
Q2 		$230K Sell
16,770
-4,855
-22% -$58.1K 0.02% 542
2025
Q1 		$221K Buy
21,625
+67
+0.3% +$792 0.02% 545
2024
Q4 		$223K Buy
21,558
+4,000
+23% +$53.2K 0.02% 511
2024
Q3 		$240K Sell
17,558
-1,537
-8% -$20.7K 0.02% 528
2024
Q2 		$246K Buy
19,095
+8,470
+80% +$98.6K 0.02% 502
2024
Q1 		$127K Hold
10,625
– – 0.01% 518
2023
Q4 		$88.5K Hold
10,625
– – 0.01% 496
2023
Q3 		$77K Sell
10,625
-167,535
-94% -$1.25M 0.01% 480
2023
Q2 		$1.41M Sell
178,160
-43,860
-20% -$269K 0.13% 162
2023
Q1 		$1.06M Sell
222,020
-39,380
-15% -$175K 0.11% 191
2022
Q4 		$1.06M Sell
261,400
-22,487
-8% -$97.7K 0.12% 193
2022
Q3 		$1.25M Buy
283,887
+24,362
+9% +$112K 0.14% 173
2022
Q2 		$971K Buy
+259,525
New +$1.32M 0.1% 207

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Transcend Capital Advisors's NU Position: Q2 2026 in Review

Transcend Capital Advisors reduced its Nu Holdings (NU) stake by 18% in Q2 2026, selling an estimated $42.8K and leaving 14,784 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #786.

Transcend Capital Advisors first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.41M in Q2 2023. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Transcend Capital Advisors held 14,784 shares of Nu Holdings worth $198K as of Q2 2026.
  • Transcend Capital Advisors sold 3,178 Nu Holdings shares in Q2 2026, an estimated $42.8K.
  • Nu Holdings made up 0.01% of Transcend Capital Advisors's portfolio in Q2 2026, its #786 holding.
  • Transcend Capital Advisors first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
  • Transcend Capital Advisors's Nu Holdings position peaked at $1.41M in Q2 2023.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.