Asset Management One
NU icon

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
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

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Asset Management One's NU Position: Q1 2026 in Review

Asset Management One increased its Nu Holdings (NU) stake by 56% in Q1 2026, buying an estimated $4.73M and bringing the position to 811,550 shares worth $11.7M. The position accounts for 0.03% of the portfolio, ranked #411.

Asset Management One first reported a position in NU in Q3 2024 and has held it in 7 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Asset Management One held 811,550 shares of Nu Holdings worth $11.7M as of Q1 2026.
  • Asset Management One bought 291,612 Nu Holdings shares in Q1 2026, an estimated $4.73M.
  • Nu Holdings made up 0.03% of Asset Management One's portfolio in Q1 2026, its #411 holding.
  • Asset Management One first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Asset Management One's 13F filing for Q1 2026, filed 8 May 2026.