Citadel Advisors
NU icon

Citadel Advisors’s Nu Holdings NU Stock Holding History

Citadel 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
Q1 		$54.5M Buy
3,790,257
+3,079,296
+433% +$49.9M 0.01% 1284
2025
Q4 		$11.9M Sell
710,961
-1,818,120
-72% -$29.2M ﹤0.01% 3027
2025
Q3 		$40.5M Sell
2,529,081
-11,194,295
-82% -$156M 0.01% 1590
2025
Q2 		$188M Buy
13,723,376
+3,308,640
+32% +$39.6M 0.03% 431
2025
Q1 		$107M Buy
10,414,736
+5,519,500
+113% +$65.2M 0.02% 655
2024
Q4 		$50.7M Buy
4,895,236
+4,015,886
+457% +$53.4M 0.01% 1260
2024
Q3 		$12M Buy
879,350
+749,030
+575% +$10.1M ﹤0.01% 2643
2024
Q2 		$1.68M Sell
130,320
-3,993,839
-97% -$46.5M ﹤0.01% 5641
2024
Q1 		$49.2M Sell
4,124,159
-4,292,853
-51% -$43.8M 0.01% 1224
2023
Q4 		$70.1M Buy
8,417,012
+4,850,835
+136% +$39.2M 0.01% 915
2023
Q3 		$25.9M Sell
3,566,177
-7,835,943
-69% -$58.6M 0.01% 1620
2023
Q2 		$90M Buy
11,402,120
+2,330,399
+26% +$14.3M 0.02% 672
2023
Q1 		$43.2M Buy
9,071,721
+5,798,237
+177% +$25.8M 0.01% 1206
2022
Q4 		$13.3M Sell
3,273,484
-2,596,765
-44% -$11.3M ﹤0.01% 2441
2022
Q3 		$25.8M Sell
5,870,249
-238,182
-4% -$1.09M 0.01% 1631
2022
Q2 		$22.8M Buy
6,108,431
+5,259,549
+620% +$26.7M 0.01% 1709
2022
Q1 		$6.55M Buy
+848,882
New +$6.81M ﹤0.01% 3660

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