WCM Investment Management
NU icon

WCM Investment Management’s Nu Holdings NU Stock Holding History

WCM 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
2026
Q1 		$984M Sell
72,837,195
-1,101,400
-1% -$17.9M 2.25% 16
2025
Q4 		$1.25B Sell
73,938,595
-540,103
-0.7% -$8.68M 2.57% 12
2025
Q3 		$1.19B Buy
74,478,698
+659,526
+0.9% +$9.2M 2.47% 14
2025
Q2 		$978M Sell
73,819,172
-3,163,297
-4% -$37.9M 2.23% 18
2025
Q1 		$797M Sell
76,982,469
-1,168,882
-1% -$13.8M 2.05% 18
2024
Q4 		$832M Sell
78,151,351
-21,880,446
-22% -$291M 1.96% 20
2024
Q3 		$1.39B Sell
100,031,797
-470,527
-0.5% -$6.33M 3.14% 9
2024
Q2 		$1.3B Buy
100,502,324
+536,697
+0.5% +$6.25M 3.07% 9
2024
Q1 		$1.19B Buy
99,965,627
+92,015,719
+1,157% +$940M 2.83% 11
2023
Q4 		$66.5M Buy
+7,949,908
New +$64.2M 0.18% 47
2022
Q1 		– Sell
-12,175,243
Closed -$114M – 213
2021
Q4 		$114M Buy
+12,175,243
New +$120M 0.26% 39

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
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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

WCM Investment Management's NU Position: Q1 2026 in Review

WCM Investment Management reduced its Nu Holdings (NU) stake by 1.5% in Q1 2026, selling an estimated $17.9M and leaving 72,837,195 shares worth $984M. The position accounts for 2.25% of the portfolio, ranked #16.

WCM Investment Management first reported a position in NU in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.39B in Q3 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • WCM Investment Management held 72,837,195 shares of Nu Holdings worth $984M as of Q1 2026.
  • WCM Investment Management sold 1,101,400 Nu Holdings shares in Q1 2026, an estimated $17.9M.
  • Nu Holdings made up 2.25% of WCM Investment Management's portfolio in Q1 2026, its #16 holding.
  • WCM Investment Management first reported a position in Nu Holdings in Q4 2021 and has held it in 11 quarters since.
  • WCM Investment Management's Nu Holdings position peaked at $1.39B in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on WCM Investment Management's 13F filing for Q1 2026, filed 7 May 2026.