Capital Research Global Investors
NU icon

Capital Research Global Investors’s Nu Holdings NU Stock Holding History

Capital Research Global 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 		$1.85B Sell
128,461,467
-35,637,731
-22% -$578M 0.29% 77
2025
Q4 		$2.75B Sell
164,099,198
-20,507,942
-11% -$330M 0.51% 39
2025
Q3 		$2.96B Sell
184,607,140
-10,273,530
-5% -$143M 0.55% 40
2025
Q2 		$2.67B Sell
194,880,670
-69,177,784
-26% -$828M 0.54% 41
2025
Q1 		$2.7B Buy
264,058,454
+25,183,680
+11% +$298M 0.59% 42
2024
Q4 		$2.47B Sell
238,874,774
-9,124,016
-4% -$121M 0.51% 47
2024
Q3 		$3.39B Buy
247,998,790
+30,500,205
+14% +$410M 0.7% 39
2024
Q2 		$2.8B Buy
217,498,585
+14,880,247
+7% +$173M 0.62% 42
2024
Q1 		$2.42B Buy
202,618,338
+27,420,994
+16% +$280M 0.55% 47
2023
Q4 		$1.46B Buy
175,197,344
+30,002,685
+21% +$242M 0.36% 73
2023
Q3 		$1.05B Buy
145,194,659
+19,903,089
+16% +$149M 0.29% 83
2023
Q2 		$989M Buy
125,291,570
+16,737,962
+15% +$103M 0.26% 89
2023
Q1 		$517M Buy
108,553,608
+22,924,937
+27% +$102M 0.15% 134
2022
Q4 		$349M Buy
85,628,671
+6,948,186
+9% +$30.2M 0.11% 163
2022
Q3 		$346M Buy
78,680,485
+12,823,119
+19% +$58.9M 0.11% 158
2022
Q2 		$246M Buy
65,857,366
+16,605,125
+34% +$84.2M 0.08% 190
2022
Q1 		$368M Buy
49,252,241
+4,519,651
+10% +$36.3M 0.09% 183
2021
Q4 		$401M Buy
+44,732,590
New +$439M 0.09% 186

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
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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Capital Research Global Investors's NU Position: Q1 2026 in Review

Capital Research Global Investors reduced its Nu Holdings (NU) stake by 22% in Q1 2026, selling an estimated $578M and leaving 128,461,467 shares worth $1.85B. The position accounts for 0.29% of the portfolio, ranked #77.

Capital Research Global Investors first reported a position in NU in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.39B in Q3 2024. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Capital Research Global Investors held 128,461,467 shares of Nu Holdings worth $1.85B as of Q1 2026.
  • Capital Research Global Investors sold 35,637,731 Nu Holdings shares in Q1 2026, an estimated $578M.
  • Nu Holdings made up 0.29% of Capital Research Global Investors's portfolio in Q1 2026, its #77 holding.
  • Capital Research Global Investors first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
  • Capital Research Global Investors's Nu Holdings position peaked at $3.39B in Q3 2024.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Capital Research Global Investors's 13F filing for Q1 2026, filed 13 May 2026.