FCM
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Fortis Capital Management’s Nu Holdings NU Stock Holding History

Fortis 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
Q2 		$211K Sell
15,811
-10,959
-41% -$148K 0.02% 226
2026
Q1 		$385K Sell
26,770
-1,671
-6% -$27.1K 0.04% 153
2025
Q4 		$476K Buy
28,441
+11,242
+65% +$181K 0.06% 125
2025
Q3 		$275K Buy
17,199
+1,847
+12% +$25.8K 0.04% 149
2025
Q2 		$211K Buy
15,352
+3,860
+34% +$46.2K 0.03% 160
2025
Q1 		$118K Sell
11,492
-1,756
-13% -$20.8K 0.02% 147
2024
Q4 		$137K Buy
13,248
+197
+2% +$2.62K 0.03% 129
2024
Q3 		$178K Sell
13,051
-4,279
-25% -$57.6K 0.04% 121
2024
Q2 		$223K Buy
17,330
+1,072
+7% +$12.5K 0.05% 114
2024
Q1 		$194K Sell
16,258
-1,936
-11% -$19.8K 0.05% 110
2023
Q4 		$152K Buy
18,194
+1,423
+8% +$11.5K 0.04% 134
2023
Q3 		$122K Buy
+16,771
New +$125K 0.04% 125

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Fortis Capital Management's NU Position: Q2 2026 in Review

Fortis Capital Management reduced its Nu Holdings (NU) stake by 41% in Q2 2026, selling an estimated $148K and leaving 15,811 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #226.

Fortis Capital Management first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $476K in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Fortis Capital Management held 15,811 shares of Nu Holdings worth $211K as of Q2 2026.
  • Fortis Capital Management sold 10,959 Nu Holdings shares in Q2 2026, an estimated $148K.
  • Nu Holdings made up 0.02% of Fortis Capital Management's portfolio in Q2 2026, its #226 holding.
  • Fortis Capital Management first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
  • Fortis Capital Management's Nu Holdings position peaked at $476K in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.