AIM
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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM