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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
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
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

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

Winthrop Capital Management held its Nu Holdings (NU) position steady in Q1 2026 at 421 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Winthrop Capital Management first reported a position in NU in Q1 2025 and has held it in 5 quarters since. The position peaked at $7K in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Winthrop Capital Management held 421 shares of Nu Holdings worth $6K as of Q1 2026.
  • Winthrop Capital Management left its Nu Holdings share count unchanged in Q1 2026.
  • Nu Holdings made up ﹤0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #251 holding.
  • Winthrop Capital Management first reported a position in Nu Holdings in Q1 2025 and has held it in 5 quarters since.
  • Winthrop Capital Management's Nu Holdings position peaked at $7K in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.