Advisors Asset Management’s Nu Holdings NU Stock Holding History

Advisors Asset 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	$1.8M	Buy	134,768 +8,324	+7%	+$112K	0.03%	646
2026 Q1	$1.82M	Buy	126,444 +29,613	+31%	+$480K	0.03%	633
2025 Q4	$1.62M	Buy	96,831 +23,453	+32%	+$377K	0.03%	660
2025 Q3	$1.17M	Buy	73,378 +19,103	+35%	+$266K	0.02%	739
2025 Q2	$745K	Buy	54,275 +16,980	+46%	+$203K	0.01%	861
2025 Q1	$382K	Buy	37,295 +3,816	+11%	+$45.1K	0.01%	990
2024 Q4	$347K	Sell	33,479 -1,355	-4%	-$18K	0.01%	1010
2024 Q3	$475K	Sell	34,834 -7,074	-17%	-$95.2K	0.01%	945
2024 Q2	$540K	Buy	41,908 +11,594	+38%	+$135K	0.01%	869
2024 Q1	$362K	Buy	30,314 +7,717	+34%	+$78.8K	0.01%	1000
2023 Q4	$188K	Buy	22,597 +3,219	+17%	+$26K	﹤0.01%	1119
2023 Q3	$140K	Buy	19,378 +10,389	+116%	+$77.7K	﹤0.01%	1155
2023 Q2	$70.9K	Buy	+8,989	New	+$55.2K	﹤0.01%	1240

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 $3.37T AUM 44.26% 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

Advisors Asset Management's NU Position: Q2 2026 in Review

Advisors Asset Management increased its Nu Holdings (NU) stake by 6.6% in Q2 2026, buying an estimated $112K and bringing the position to 134,768 shares worth $1.8M. The position accounts for 0.03% of the portfolio, ranked #646.

Advisors Asset Management first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.82M in Q1 2026. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Advisors Asset Management held 134,768 shares of Nu Holdings worth $1.8M as of Q2 2026.
Advisors Asset Management bought 8,324 Nu Holdings shares in Q2 2026, an estimated $112K.
Nu Holdings made up 0.03% of Advisors Asset Management's portfolio in Q2 2026, its #646 holding.
Advisors Asset Management first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
Advisors Asset Management's Nu Holdings position peaked at $1.82M in Q1 2026.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.