Triumph Capital Management’s Nu Holdings NU Stock Holding History

Triumph 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	$946K	Sell	65,844 -4,657	-7%	-$75.5K	0.19%	116
2025 Q4	$1.18M	Buy	70,501 +18,612	+36%	+$299K	0.26%	87
2025 Q3	$831K	Buy	51,889 +589	+1%	+$8.22K	0.22%	98
2025 Q2	$704K	Sell	51,300 -5,719	-10%	-$68.5K	0.21%	115
2025 Q1	$584K	Buy	57,019 +15,900	+39%	+$188K	0.19%	138
2024 Q4	$426K	Buy	41,119 +21,280	+107%	+$283K	0.15%	170
2024 Q3	$271K	Sell	19,839 -9,844	-33%	-$132K	0.1%	220
2024 Q2	$383K	Buy	29,683 +894	+3%	+$10.4K	0.15%	154
2024 Q1	$340K	Sell	28,789 -4,433	-13%	-$45.3K	0.14%	153
2023 Q4	$277K	Buy	33,222 +19,400	+140%	+$157K	0.12%	161
2023 Q3	$100K	Buy	+13,822	New	+$103K	0.05%	214
2023 Q2	–	Sell	-123,738	Closed	-$589K	–	242
2023 Q1	$589K	Sell	123,738 -75,906	-38%	-$338K	0.3%	60
2022 Q4	$813K	Buy	199,644 +145,923	+272%	+$634K	0.44%	47
2022 Q3	$236K	Buy	+53,721	New	+$247K	0.13%	161

Other funds holding NU

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

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 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

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

Triumph Capital Management reduced its Nu Holdings (NU) stake by 6.6% in Q1 2026, selling an estimated $75.5K and leaving 65,844 shares worth $946K. The position accounts for 0.19% of the portfolio, ranked #116.

Triumph Capital Management first reported a position in NU in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Triumph Capital Management held 65,844 shares of Nu Holdings worth $946K as of Q1 2026.
Triumph Capital Management sold 4,657 Nu Holdings shares in Q1 2026, an estimated $75.5K.
Nu Holdings made up 0.19% of Triumph Capital Management's portfolio in Q1 2026, its #116 holding.
Triumph Capital Management first reported a position in Nu Holdings in Q3 2022 and has held it in 14 quarters since.
Triumph Capital Management's Nu Holdings position peaked at $1.18M in Q4 2025.
898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.