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Fortis Capital Advisors’s Nu Holdings NU Stock Holding History

Fortis Capital 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 		– Sell
-106,367
Closed -$1.78M – 407
2025
Q4 		$1.78M Buy
106,367
+24,313
+30% +$391K 0.26% 54
2025
Q3 		$1.31M Buy
82,054
+34,828
+74% +$486K 0.21% 73
2025
Q2 		$648K Buy
+47,226
New +$565K 0.12% 136
2023
Q3 		– Sell
-16,532
Closed -$130K – 114
2023
Q2 		$130K Buy
+16,532
New +$102K 0.08% 104

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

Fortis Capital Advisors's NU Position: Q1 2026 in Review

Fortis Capital Advisors sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 106,367 shares — an estimated $1.78M sold.

Fortis Capital Advisors first reported a position in NU in Q2 2023 and held it in 4 quarters. The position peaked at $1.78M in Q4 2025. 903 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Fortis Capital Advisors reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 106,367 Nu Holdings shares in Q1 2026, an estimated $1.78M.
  • Fortis Capital Advisors first reported a position in Nu Holdings in Q2 2023 and held it in 4 quarters.
  • Fortis Capital Advisors's Nu Holdings position peaked at $1.78M in Q4 2025.
  • 903 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.