Ameriprise’s Nu Holdings NU Stock Holding History

Ameriprise’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	$124M	Sell	9,316,805 -11,051,009	-54%	-$149M	0.03%	521
2026 Q1	$293M	Sell	20,367,814 -543,929	-3%	-$8.82M	0.07%	291
2025 Q4	$350M	Sell	20,911,743 -2,237,278	-10%	-$36M	0.08%	254
2025 Q3	$371M	Buy	23,149,021 +5,827,797	+34%	+$81.3M	0.09%	246
2025 Q2	$238M	Buy	17,321,224 +5,114,895	+42%	+$61.2M	0.06%	312
2025 Q1	$125M	Buy	12,206,329 +4,725,868	+63%	+$55.9M	0.03%	453
2024 Q4	$77.5M	Buy	7,480,461 +504,885	+7%	+$6.72M	0.02%	650
2024 Q3	$95.2M	Buy	6,975,576 +1,926,911	+38%	+$25.9M	0.02%	580
2024 Q2	$65.1M	Buy	5,048,665 +1,833,114	+57%	+$21.3M	0.02%	688
2024 Q1	$38.4M	Buy	3,215,551 +1,213,528	+61%	+$12.4M	0.01%	935
2023 Q4	$16.7M	Buy	2,002,023 +1,710,545	+587%	+$13.8M	0.01%	1376
2023 Q3	$2.11M	Buy	291,478 +72,546	+33%	+$543K	﹤0.01%	2789
2023 Q2	$1.73M	Buy	218,932 +9,270	+4%	+$57K	﹤0.01%	2945
2023 Q1	$998K	Sell	209,662 -4,569,967	-96%	-$20.4M	﹤0.01%	3157
2022 Q4	$19.5M	Sell	4,779,629 -1,925,881	-29%	-$8.37M	0.01%	1241
2022 Q3	$29.5M	Buy	6,705,510 +616,742	+10%	+$2.83M	0.01%	943
2022 Q2	$22.8M	Buy	6,088,768 +5,903,714	+3,190%	+$29.9M	0.01%	1137
2022 Q1	$1.43M	Buy	+185,054	New	+$1.49M	﹤0.01%	3057

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

Ameriprise's NU Position: Q2 2026 in Review

Ameriprise reduced its Nu Holdings (NU) stake by 54% in Q2 2026, selling an estimated $149M and leaving 9,316,805 shares worth $124M. The position accounts for 0.03% of the portfolio, ranked #521.

Ameriprise first reported a position in NU in Q1 2022 and has held it in 18 quarters since. The position peaked at $371M in Q3 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Ameriprise held 9,316,805 shares of Nu Holdings worth $124M as of Q2 2026.
Ameriprise sold 11,051,009 Nu Holdings shares in Q2 2026, an estimated $149M.
Nu Holdings made up 0.03% of Ameriprise's portfolio in Q2 2026, its #521 holding.
Ameriprise first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
Ameriprise's Nu Holdings position peaked at $371M in Q3 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.