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Tortoise Investment Management’s Nu Holdings NU Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-170
Closed -$2.72K – 1033
2025
Q3 		$2.72K Buy
170
+23
+16% +$321 ﹤0.01% 811
2025
Q2 		$2.02K Buy
+147
New +$1.76K ﹤0.01% 800

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Tortoise Investment Management's NU Position: Q4 2025 in Review

Tortoise Investment Management sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 170 shares — an estimated $2.72K sold.

Tortoise Investment Management first reported a position in NU in Q2 2025 and held it in 2 quarters. The position peaked at $2.72K in Q3 2025. 873 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Tortoise Investment Management reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 170 Nu Holdings shares in Q4 2025, an estimated $2.72K.
  • Tortoise Investment Management first reported a position in Nu Holdings in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Nu Holdings position peaked at $2.72K in Q3 2025.
  • 873 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.