Axiom Investors’s Nu Holdings NU Stock Holding History

Axiom Investors’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	$58M	Sell	4,036,626 -4,284,002	-51%	-$69.4M	0.65%	27
2025 Q4	$139M	Buy	8,320,628 +1,039,231	+14%	+$16.7M	1.22%	19
2025 Q3	$117M	Buy	7,281,397 +6,687,397	+1,126%	+$93.3M	0.86%	25
2025 Q2	$8.15M	Sell	594,000 -126,340	-18%	-$1.51M	0.07%	79
2025 Q1	$7.38M	Sell	720,340 -985,920	-58%	-$11.7M	0.07%	86
2024 Q4	$17.7M	Sell	1,706,260 -2,924,225	-63%	-$38.9M	0.13%	70
2024 Q3	$63.2M	Sell	4,630,485 -3,524,995	-43%	-$47.4M	0.56%	32
2024 Q2	$105M	Sell	8,155,480 -415,200	-5%	-$4.83M	0.92%	23
2024 Q1	$102M	Sell	8,570,680 -3,942,600	-32%	-$40.3M	0.89%	29
2023 Q4	$104M	Buy	12,513,280 +624,200	+5%	+$5.04M	1.02%	28
2023 Q3	$86.2M	Buy	11,889,080 +4,615,420	+63%	+$34.5M	1.24%	23
2023 Q2	$57.4M	Buy	+7,273,660	New	+$44.7M	0.85%	34

Other funds holding NU

BlackRock New York $5.7T 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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