Cathie Wood
NU icon

Cathie Wood’s Nu Holdings NU Stock Holding History

Cathie Wood’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 		$14.3M Sell
1,071,519
-99,246
-8% -$1.34M 0.09% 101
2026
Q1 		$16.8M Sell
1,170,765
-156,467
-12% -$2.54M 0.13% 88
2025
Q4 		$22.2M Sell
1,327,232
-80,416
-6% -$1.29M 0.15% 84
2025
Q3 		$22.5M Buy
1,407,648
+233,973
+20% +$3.26M 0.13% 89
2025
Q2 		$16.1M Sell
1,173,675
-99,983
-8% -$1.2M 0.12% 83
2025
Q1 		$13M Sell
1,273,658
-812,860
-39% -$9.61M 0.13% 77
2024
Q4 		$21.6M Sell
2,086,518
-29,126
-1% -$387K 0.18% 65
2024
Q3 		$28.9M Sell
2,115,644
-238,706
-10% -$3.21M 0.26% 55
2024
Q2 		$30.3M Sell
2,354,350
-1,984,222
-46% -$23.1M 0.27% 56
2024
Q1 		$51.8M Buy
4,338,572
+871,625
+25% +$8.9M 0.36% 48
2023
Q4 		$28.9M Sell
3,466,947
-338,913
-9% -$2.74M 0.17% 67
2023
Q3 		$27.6M Sell
3,805,860
-128,678
-3% -$963K 0.21% 59
2023
Q2 		$31M Sell
3,934,538
-335,122
-8% -$2.06M 0.21% 60
2023
Q1 		$20.3M Sell
4,269,660
-128,049
-3% -$571K 0.14% 72
2022
Q4 		$17.9M Sell
4,397,709
-257,065
-6% -$1.12M 0.16% 78
2022
Q3 		$20.5M Sell
4,654,774
-236,912
-5% -$1.09M 0.14% 83
2022
Q2 		$18.6M Buy
4,891,686
+397,559
+9% +$2.02M 0.11% 99
2022
Q1 		$34.7M Buy
4,494,127
+565,660
+14% +$4.54M 0.14% 83
2021
Q4 		$36.8M Buy
+3,928,467
New +$38.6M 0.11% 106

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Cathie Wood's NU Position: Q2 2026 in Review

Cathie Wood reduced its Nu Holdings (NU) stake by 8.5% in Q2 2026, selling an estimated $1.34M and leaving 1,071,519 shares worth $14.3M. The position accounts for 0.09% of the portfolio, ranked #101.

Cathie Wood first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $51.8M in Q1 2024. 851 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Cathie Wood held 1,071,519 shares of Nu Holdings worth $14.3M as of Q2 2026.
  • Cathie Wood sold 99,246 Nu Holdings shares in Q2 2026, an estimated $1.34M.
  • Nu Holdings made up 0.09% of Cathie Wood's portfolio in Q2 2026, its #101 holding.
  • Cathie Wood first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Cathie Wood's Nu Holdings position peaked at $51.8M in Q1 2024.
  • 851 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on ARK Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.