LCM
NU icon

LRT Capital Management’s Nu Holdings NU Stock Holding History

LRT 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 		$199K Sell
13,844
-21,763
-61% -$353K 0.19% 90
2025
Q4 		$596K Sell
35,607
-5,372
-13% -$86.3K 0.51% 66
2025
Q3 		$656K Buy
40,979
+4,180
+11% +$58.3K 0.43% 69
2025
Q2 		$505K Sell
36,799
-8,972
-20% -$107K 0.3% 70
2025
Q1 		$469K Buy
45,771
+20,471
+81% +$242K 0.32% 72
2024
Q4 		$262K Buy
+25,300
New +$337K 0.2% 85

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

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

LRT Capital Management reduced its Nu Holdings (NU) stake by 61% in Q1 2026, selling an estimated $353K and leaving 13,844 shares worth $199K. The position accounts for 0.19% of the portfolio, ranked #90.

LRT Capital Management first reported a position in NU in Q4 2024 and has held it in 6 quarters since. The position peaked at $656K in Q3 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • LRT Capital Management held 13,844 shares of Nu Holdings worth $199K as of Q1 2026.
  • LRT Capital Management sold 21,763 Nu Holdings shares in Q1 2026, an estimated $353K.
  • Nu Holdings made up 0.19% of LRT Capital Management's portfolio in Q1 2026, its #90 holding.
  • LRT Capital Management first reported a position in Nu Holdings in Q4 2024 and has held it in 6 quarters since.
  • LRT Capital Management's Nu Holdings position peaked at $656K in Q3 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on LRT Capital Management's 13F filing for Q1 2026, filed 15 May 2026.