Paragon Capital Management (Utah)’s Nu Holdings NU Stock Holding History

Paragon Capital Management (Utah)’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	-108,770	Closed	-$1.82M	–	83
2025 Q4	$1.82M	Sell	108,770 -14,206	-12%	-$228K	1.41%	17
2025 Q3	$1.97M	Sell	122,976 -5,468	-4%	-$76.3K	1.47%	18
2025 Q2	$1.76M	Sell	128,444 -2,072	-2%	-$24.8K	1.34%	20
2025 Q1	$1.34M	Buy	130,516 +28,951	+29%	+$342K	1.08%	37
2024 Q4	$1.05M	Buy	+101,565	New	+$1.35M	0.82%	49

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paragon Capital Management (Utah)'s NU Position: Q1 2026 in Review

Paragon Capital Management (Utah) sold out of Nu Holdings (NU) in Q1 2026, closing a stake of 108,770 shares — an estimated $1.82M sold.

Paragon Capital Management (Utah) first reported a position in NU in Q4 2024 and held it in 5 quarters. The position peaked at $1.97M in Q3 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Paragon Capital Management (Utah) reported no remaining Nu Holdings position as of Q1 2026 after selling out during the quarter.
Paragon Capital Management (Utah) sold 108,770 Nu Holdings shares in Q1 2026, an estimated $1.82M.
Paragon Capital Management (Utah) first reported a position in Nu Holdings in Q4 2024 and held it in 5 quarters.
Paragon Capital Management (Utah)'s Nu Holdings position peaked at $1.97M in Q3 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Paragon Capital Management (Utah)'s 13F filing for Q1 2026, filed 17 Apr 2026.