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 Q2	$5.73M	Sell	428,831 -7,700	-2%	-$104K	0.17%	97
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 $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

Calamos Wealth Management's NU Position: Q2 2026 in Review

Calamos Wealth Management reduced its Nu Holdings (NU) stake by 1.8% in Q2 2026, selling an estimated $104K and leaving 428,831 shares worth $5.73M. The position accounts for 0.17% of the portfolio, ranked #97.

Calamos Wealth Management first reported a position in NU in Q3 2024 and has held it in 6 quarters since. The position peaked at $8.1M in Q3 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Calamos Wealth Management held 428,831 shares of Nu Holdings worth $5.73M as of Q2 2026.
Calamos Wealth Management sold 7,700 Nu Holdings shares in Q2 2026, an estimated $104K.
Nu Holdings made up 0.17% of Calamos Wealth Management's portfolio in Q2 2026, its #97 holding.
Calamos Wealth Management first reported a position in Nu Holdings in Q3 2024 and has held it in 6 quarters since.
Calamos Wealth Management's Nu Holdings position peaked at $8.1M in Q3 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.