Artemis Investment Management’s Nu Holdings NU Stock Holding History

Artemis 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
2025 Q4	–	Sell	-382,567	Closed	-$6.12M	–	211
2025 Q3	$6.12M	Sell	382,567 -132,893	-26%	-$1.85M	0.08%	149
2025 Q2	$7.07M	Sell	515,460 -40,950	-7%	-$490K	0.09%	160
2025 Q1	$5.7M	Sell	556,410 -15,343	-3%	-$181K	0.09%	156
2024 Q4	$5.92M	Buy	571,753 +241,907	+73%	+$3.22M	0.08%	165
2024 Q3	$4.5M	Sell	329,846 -110,442	-25%	-$1.49M	0.07%	174
2024 Q2	$5.68M	Buy	440,288 +114,552	+35%	+$1.33M	0.08%	160
2024 Q1	$3.88M	Buy	325,736 +15,219	+5%	+$155K	0.05%	183
2023 Q4	$2.59M	Buy	+310,517	New	+$2.51M	0.04%	175

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

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

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

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

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Artemis Investment Management's NU Position: Q4 2025 in Review

Artemis Investment Management sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 382,567 shares — an estimated $6.12M sold.

Artemis Investment Management first reported a position in NU in Q4 2023 and held it in 8 quarters. The position peaked at $7.07M in Q2 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Artemis Investment Management reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Artemis Investment Management sold 382,567 Nu Holdings shares in Q4 2025, an estimated $6.12M.
Artemis Investment Management first reported a position in Nu Holdings in Q4 2023 and held it in 8 quarters.
Artemis Investment Management's Nu Holdings position peaked at $7.07M in Q2 2025.
874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Artemis Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.