Winthrop Capital Management’s Nu Holdings NU Stock Holding History

Winthrop 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 Q2	$7K	Buy	526 +105	+25%	+$1.42K	﹤0.01%	246
2026 Q1	$6K	Hold	421	–	–	﹤0.01%	251
2025 Q4	$7K	Hold	421	–	–	﹤0.01%	247
2025 Q3	$7K	Hold	421	–	–	﹤0.01%	228
2025 Q2	$6K	Hold	421	–	–	﹤0.01%	238
2025 Q1	$4K	Buy	+421	New	+$4.98K	﹤0.01%	228

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Winthrop Capital Management's NU Position: Q2 2026 in Review

Winthrop Capital Management increased its Nu Holdings (NU) stake by 25% in Q2 2026, buying an estimated $1.42K and bringing the position to 526 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Winthrop Capital Management first reported a position in NU in Q1 2025 and has held it in 6 quarters since. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Winthrop Capital Management held 526 shares of Nu Holdings worth $7K as of Q2 2026.
Winthrop Capital Management bought 105 Nu Holdings shares in Q2 2026, an estimated $1.42K.
Nu Holdings made up ﹤0.01% of Winthrop Capital Management's portfolio in Q2 2026, its #246 holding.
Winthrop Capital Management first reported a position in Nu Holdings in Q1 2025 and has held it in 6 quarters since.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.