MCM
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MV Capital Management’s Nu Holdings NU Stock Holding History

MV 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 		$403 Buy
28
+9
+47% +$146 ﹤0.01% 1004
2025
Q4 		$319 Hold
19
– – ﹤0.01% 971
2025
Q3 		$305 Hold
19
– – ﹤0.01% 911
2025
Q2 		$261 Buy
19
+4
+27% +$48 ﹤0.01% 919
2025
Q1 		$154 Buy
15
+12
+400% +$142 ﹤0.01% 943
2024
Q4 		$32 Sell
3
-9
-75% -$120 ﹤0.01% 1026
2024
Q3 		$164 Sell
12
-6
-33% -$81 ﹤0.01% 909
2024
Q2 		$233 Buy
+18
New +$210 ﹤0.01% 787

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

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

MV Capital Management increased its Nu Holdings (NU) stake by 47% in Q1 2026, buying an estimated $146 and bringing the position to 28 shares worth $403. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

MV Capital Management first reported a position in NU in Q2 2024 and has held it in 8 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • MV Capital Management held 28 shares of Nu Holdings worth $403 as of Q1 2026.
  • MV Capital Management bought 9 Nu Holdings shares in Q1 2026, an estimated $146.
  • Nu Holdings made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #1004 holding.
  • MV Capital Management first reported a position in Nu Holdings in Q2 2024 and has held it in 8 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

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