Aviva’s Nu Holdings NU Stock Holding History

Aviva’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	$49.6M	Buy	3,711,782 +184,961	+5%	+$2.49M	0.07%	250
2026 Q1	$50.7M	Buy	3,526,821 +56,031	+2%	+$908K	0.09%	225
2025 Q4	$58.1M	Sell	3,470,790 -50,207	-1%	-$807K	0.1%	197
2025 Q3	$56.4M	Buy	3,520,997 +1,088,019	+45%	+$15.2M	0.1%	195
2025 Q2	$33.4M	Buy	2,432,978 +65,635	+3%	+$786K	0.07%	265
2025 Q1	$24.2M	Buy	2,367,343 +193,003	+9%	+$2.28M	0.06%	308
2024 Q4	$22.5M	Buy	2,174,340 +35,492	+2%	+$472K	0.06%	303
2024 Q3	$29.2M	Buy	2,138,848 +2,016,326	+1,646%	+$27.1M	0.08%	294
2024 Q2	$1.58M	Buy	122,522 +34,808	+40%	+$405K	﹤0.01%	603
2024 Q1	$1.05M	Sell	87,714 -434	-0.5%	-$4.43K	﹤0.01%	665
2023 Q4	$734K	Sell	88,148 -45	-0.1%	-$364	﹤0.01%	721
2023 Q3	$639K	Buy	+88,193	New	+$660K	﹤0.01%	741

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

Aviva's NU Position: Q2 2026 in Review

Aviva increased its Nu Holdings (NU) stake by 5.2% in Q2 2026, buying an estimated $2.49M and bringing the position to 3,711,782 shares worth $49.6M. The position accounts for 0.07% of the portfolio, ranked #250.

Aviva first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $58.1M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Aviva held 3,711,782 shares of Nu Holdings worth $49.6M as of Q2 2026.
Aviva bought 184,961 Nu Holdings shares in Q2 2026, an estimated $2.49M.
Nu Holdings made up 0.07% of Aviva's portfolio in Q2 2026, its #250 holding.
Aviva first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
Aviva's Nu Holdings position peaked at $58.1M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

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