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Virtus Investment Advisers’s Nu Holdings NU Stock Holding History

Virtus Investment Advisers’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 		$1.47M Sell
102,305
-17,432
-15% -$283K 0.41% 120
2025
Q4 		$2M Buy
+119,737
New +$1.92M 0.54% 45
2025
Q3 		– Sell
-115,382
Closed -$1.58M – 468
2025
Q2 		$1.58M Buy
115,382
+2,979
+3% +$35.7K 0.54% 51
2025
Q1 		$1.15M Buy
+112,403
New +$1.33M 0.31% 126

Other funds holding NU

BlackRock
BlackRock New York $5.72T 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Virtus Investment Advisers's NU Position: Q1 2026 in Review

Virtus Investment Advisers reduced its Nu Holdings (NU) stake by 15% in Q1 2026, selling an estimated $283K and leaving 102,305 shares worth $1.47M. The position accounts for 0.41% of the portfolio, ranked #120.

Virtus Investment Advisers first reported a position in NU in Q1 2025 and has held it in 4 quarters since. The position peaked at $2M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Virtus Investment Advisers held 102,305 shares of Nu Holdings worth $1.47M as of Q1 2026.
  • Virtus Investment Advisers sold 17,432 Nu Holdings shares in Q1 2026, an estimated $283K.
  • Nu Holdings made up 0.41% of Virtus Investment Advisers's portfolio in Q1 2026, its #120 holding.
  • Virtus Investment Advisers first reported a position in Nu Holdings in Q1 2025 and has held it in 4 quarters since.
  • Virtus Investment Advisers's Nu Holdings position peaked at $2M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.