Asset Management One’s Nu Holdings NU Stock Holding History

Asset Management One’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 Q3	$13.2M	Sell	1,043,474 -144,762	-12%	-$2.05M	0.03%	400
2026 Q2	$15.9M	Buy	1,188,236 +376,686	+46%	+$5.08M	0.04%	354
2026 Q1	$11.7M	Buy	811,550 +291,612	+56%	+$4.73M	0.03%	411
2025 Q4	$8.66M	Sell	519,938 -30,165	-5%	-$485K	0.02%	503
2025 Q3	$8.81M	Buy	550,103 +37,046	+7%	+$517K	0.03%	490
2025 Q2	$7.04M	Buy	513,057 +7,517	+1%	+$90K	0.02%	539
2025 Q1	$5.18M	Buy	505,540 +69,442	+16%	+$821K	0.02%	598
2024 Q4	$4.5M	Buy	436,098 +66,788	+18%	+$888K	0.02%	632
2024 Q3	$5.04M	Buy	+369,310	New	+$4.97M	0.02%	612

Other funds holding NU

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Milestones Administradora de Recursos Jaragua Do Sul, Brazil $557M AUM 20.71% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Asset Management One's NU Position: Q3 2026 in Review

Asset Management One reduced its Nu Holdings (NU) stake by 12% in Q3 2026, selling an estimated $2.05M and leaving 1,043,474 shares worth $13.2M. The position accounts for 0.03% of the portfolio, ranked #400.

Asset Management One first reported a position in NU in Q3 2024 and has held it in 9 quarters since. The position peaked at $15.9M in Q2 2026. 236 funds tracked by Wall St. Rank hold NU as of Q3 2026.

Asset Management One held 1,043,474 shares of Nu Holdings worth $13.2M as of Q3 2026.
Asset Management One sold 144,762 Nu Holdings shares in Q3 2026, an estimated $2.05M.
Nu Holdings made up 0.03% of Asset Management One's portfolio in Q3 2026, its #400 holding.
Asset Management One first reported a position in Nu Holdings in Q3 2024 and has held it in 9 quarters since.
Asset Management One's Nu Holdings position peaked at $15.9M in Q2 2026.
236 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Asset Management One's 13F filing for Q3 2026, filed 27 Oct 2026.