Calamos Wealth Management’s Nu Holdings NU Stock Holding History

Calamos Wealth 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 Q1	$6.27M	Sell	436,531 -19,100	-4%	-$310K	0.22%	83
2025 Q4	$7.63M	Sell	455,631 -50,400	-10%	-$810K	0.26%	71
2025 Q3	$8.1M	Hold	506,031	–	–	0.29%	69
2025 Q2	$6.94M	Buy	+506,031	New	+$6.06M	0.29%	67
2024 Q4	–	Sell	-126,711	Closed	-$1.73M	–	341
2024 Q3	$1.73M	Buy	+126,711	New	+$1.7M	0.09%	112

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Calamos Wealth Management's NU Position: Q1 2026 in Review

Calamos Wealth Management reduced its Nu Holdings (NU) stake by 4.2% in Q1 2026, selling an estimated $310K and leaving 436,531 shares worth $6.27M. The position accounts for 0.22% of the portfolio, ranked #83.

Calamos Wealth Management first reported a position in NU in Q3 2024 and has held it in 5 quarters since. The position peaked at $8.1M in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Calamos Wealth Management held 436,531 shares of Nu Holdings worth $6.27M as of Q1 2026.
Calamos Wealth Management sold 19,100 Nu Holdings shares in Q1 2026, an estimated $310K.
Nu Holdings made up 0.22% of Calamos Wealth Management's portfolio in Q1 2026, its #83 holding.
Calamos Wealth Management first reported a position in Nu Holdings in Q3 2024 and has held it in 5 quarters since.
Calamos Wealth Management's Nu Holdings position peaked at $8.1M in Q3 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.