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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
2025
Q1 		– Sell
-13,200
Closed -$4.47M – 548
2024
Q4 		$4.47M Buy
+13,200
New +$176K 1.09% 19

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Catalyst Funds Management's NU Position: Q1 2026 in Review

Catalyst Funds Management opened a new position in Nu Holdings (NU) in Q1 2026: 43,397 shares worth $624K. The stake represents 0.11% of the portfolio and ranks #214 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in NU as recently as Q2 2025.

Catalyst Funds Management first reported a position in NU in Q2 2024 and has held it in 3 quarters since. The position peaked at $15.9M in Q2 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Catalyst Funds Management held 43,397 shares of Nu Holdings worth $624K as of Q1 2026.
  • Nu Holdings was a new Catalyst Funds Management position in Q1 2026.
  • Nu Holdings made up 0.11% of Catalyst Funds Management's portfolio in Q1 2026, its #214 holding.
  • Catalyst Funds Management first reported a position in Nu Holdings in Q2 2024 and has held it in 3 quarters since.
  • Catalyst Funds Management's Nu Holdings position peaked at $15.9M in Q2 2024.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.