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Donaldson Capital Management’s Nu Holdings NU Stock Holding History

Donaldson Capital 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 		– Sell
-503,548
Closed -$8.43M – 239
2025
Q4 		$8.43M Buy
+503,548
New +$8.09M 0.27% 56
2025
Q1 		– Sell
-230,659
Closed -$2.39M – 227
2024
Q4 		$2.39M Buy
230,659
+48,562
+27% +$646K 0.09% 96
2024
Q3 		$2.49M Buy
+182,097
New +$2.45M 0.1% 92

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Donaldson Capital Management's NU Position: Q1 2026 in Review

Donaldson Capital Management sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 503,548 shares — an estimated $8.43M sold.

Donaldson Capital Management first reported a position in NU in Q3 2024 and held it in 3 quarters. The position peaked at $8.43M in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Donaldson Capital Management reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Donaldson Capital Management sold 503,548 Nu Holdings shares in Q1 2026, an estimated $8.43M.
  • Donaldson Capital Management first reported a position in Nu Holdings in Q3 2024 and held it in 3 quarters.
  • Donaldson Capital Management's Nu Holdings position peaked at $8.43M in Q4 2025.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.