Rockefeller Capital Management
NU icon

Rockefeller Capital Management’s Nu Holdings NU Stock Holding History

Rockefeller 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 		$4.41M Sell
330,383
-6,145
-2% -$82.8K 0.01% 1023
2026
Q1 		$4.84M Buy
336,528
+180,194
+115% +$2.92M 0.01% 929
2025
Q4 		$2.62M Sell
156,334
-4,190
-3% -$67.3K ﹤0.01% 1140
2025
Q3 		$2.57M Sell
160,524
-13,863
-8% -$193K 0.01% 1062
2025
Q2 		$2.39M Sell
174,387
-140,295
-45% -$1.68M 0.01% 1053
2025
Q1 		$3.22M Buy
314,682
+54,263
+21% +$641K 0.01% 864
2024
Q4 		$2.7M Buy
260,419
+184,233
+242% +$2.45M 0.01% 907
2024
Q3 		$1.04M Sell
76,186
-257,366
-77% -$3.46M ﹤0.01% 1215
2024
Q2 		$4.3M Sell
333,552
-39,840
-11% -$464K 0.01% 733
2024
Q1 		$4.45M Sell
373,392
-329,353
-47% -$3.36M 0.01% 730
2023
Q4 		$5.85M Buy
702,745
+5,423
+0.8% +$43.8K 0.02% 597
2023
Q3 		$5.06M Buy
697,322
+16,129
+2% +$121K 0.02% 573
2023
Q2 		$5.37M Buy
681,193
+844
+0.1% +$5.18K 0.02% 578
2023
Q1 		$3.24M Buy
680,349
+544,248
+400% +$2.43M 0.01% 665
2022
Q4 		$553K Buy
136,101
+135,885
+62,910% +$591K ﹤0.01% 1241
2022
Q3 		$0 Sell
216
-1,501
-87% -$6.89K ﹤0.01% 4225
2022
Q2 		$6K Sell
1,717
-10,583
-86% -$53.7K ﹤0.01% 3372
2022
Q1 		$94K Buy
12,300
+11,800
+2,360% +$94.7K ﹤0.01% 2013
2021
Q4 		$4K Buy
+500
New +$4.91K ﹤0.01% 3364

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

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

Rockefeller Capital Management reduced its Nu Holdings (NU) stake by 1.8% in Q2 2026, selling an estimated $82.8K and leaving 330,383 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #1023.

Rockefeller Capital Management first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.85M in Q4 2023. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Rockefeller Capital Management held 330,383 shares of Nu Holdings worth $4.41M as of Q2 2026.
  • Rockefeller Capital Management sold 6,145 Nu Holdings shares in Q2 2026, an estimated $82.8K.
  • Nu Holdings made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1023 holding.
  • Rockefeller Capital Management first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Rockefeller Capital Management's Nu Holdings position peaked at $5.85M in Q4 2023.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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