Catalyst Funds Management’s Nu Holdings NU Stock Holding History

Catalyst Funds 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	–	Sell	-43,397	Closed	-$624K	–	811
2026 Q1	$624K	Buy	+43,397	New	+$703K	0.11%	214
2025 Q3	–	Sell	-57,800	Closed	-$793K	–	599
2025 Q2	$793K	Buy	+57,800	New	+$692K	0.22%	136
2024 Q3	–	Sell	-1,231,000	Closed	-$15.9M	–	1510
2024 Q2	$15.9M	Buy	+1,231,000	New	+$14.3M	4.25%	4

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

Catalyst Funds Management's NU Position: Q2 2026 in Review

Catalyst Funds Management sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 43,397 shares — an estimated $624K sold.

Catalyst Funds Management first reported a position in NU in Q2 2024 and held it in 3 quarters. The position peaked at $15.9M in Q2 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Catalyst Funds Management reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Catalyst Funds Management sold 43,397 Nu Holdings shares in Q2 2026, an estimated $624K.
Catalyst Funds Management first reported a position in Nu Holdings in Q2 2024 and held it in 3 quarters.
Catalyst Funds Management's Nu Holdings position peaked at $15.9M in Q2 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.