Triasima Portfolio Management’s Nu Holdings NU Stock Holding History

Triasima Portfolio 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	$2.35M	Sell	163,238 -148	-0.1%	-$2.4K	0.35%	83
2025 Q4	$2.74M	Buy	163,386 +6,942	+4%	+$112K	0.41%	70
2025 Q3	$2.5M	Sell	156,444 -97,935	-38%	-$1.37M	0.38%	83
2025 Q2	$3.49M	Sell	254,379 -61,977	-20%	-$742K	0.64%	63
2025 Q1	$3.24M	Buy	316,356 +4,377	+1%	+$51.7K	0.64%	53
2024 Q4	$3.23M	Buy	311,979 +23,755	+8%	+$316K	0.63%	53
2024 Q3	$3.93M	Buy	288,224 +8,770	+3%	+$118K	0.88%	39
2024 Q2	$3.6M	Buy	279,454 +76,902	+38%	+$895K	0.33%	53
2024 Q1	$2.42M	Buy	202,552 +3,085	+2%	+$31.5K	0.2%	77
2023 Q4	$1.66M	Buy	+199,467	New	+$1.61M	0.14%	87

Other funds holding NU

BlackRock New York $5.7T 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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