Envestnet Asset Management
NU icon

Envestnet Asset Management’s Nu Holdings NU Stock Holding History

Envestnet Asset Management’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 		$59.6M Buy
4,462,902
+377,819
+9% +$5.09M 0.01% 793
2026
Q1 		$58.7M Buy
4,085,083
+727,671
+22% +$11.8M 0.02% 733
2025
Q4 		$56.2M Buy
3,357,412
+162,254
+5% +$2.61M 0.02% 688
2025
Q3 		$51.2M Sell
3,195,158
-173,084
-5% -$2.41M 0.01% 762
2025
Q2 		$46.2M Buy
3,368,242
+16,362
+0.5% +$196K 0.01% 783
2025
Q1 		$34.3M Buy
3,351,880
+123,630
+4% +$1.46M 0.01% 879
2024
Q4 		$33.4M Sell
3,228,250
-997,743
-24% -$13.3M 0.01% 893
2024
Q3 		$57.7M Buy
4,225,993
+9,300
+0.2% +$125K 0.02% 650
2024
Q2 		$54.4M Buy
4,216,693
+280,397
+7% +$3.26M 0.02% 643
2024
Q1 		$47M Buy
3,936,296
+3,632,657
+1,196% +$37.1M 0.02% 694
2023
Q4 		$2.53M Buy
303,639
+151,285
+99% +$1.22M ﹤0.01% 2322
2023
Q3 		$1.1M Buy
152,354
+82,027
+117% +$614K ﹤0.01% 2744
2023
Q2 		$555K Buy
70,327
+7,528
+12% +$46.3K ﹤0.01% 3142
2023
Q1 		$299K Sell
62,799
-15,534
-20% -$69.2K ﹤0.01% 3446
2022
Q4 		$319K Sell
78,333
-39,816
-34% -$173K ﹤0.01% 3389
2022
Q3 		$520K Buy
118,149
+40,576
+52% +$186K ﹤0.01% 2998
2022
Q2 		$290K Buy
77,573
+6,071
+8% +$30.8K ﹤0.01% 3378
2022
Q1 		$552K Sell
71,502
-350,337
-83% -$2.81M ﹤0.01% 3063
2021
Q4 		$3.96M Buy
+421,839
New +$4.14M ﹤0.01% 1722

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

Envestnet Asset Management's NU Position: Q2 2026 in Review

Envestnet Asset Management increased its Nu Holdings (NU) stake by 9.2% in Q2 2026, buying an estimated $5.09M and bringing the position to 4,462,902 shares worth $59.6M. The position accounts for 0.01% of the portfolio, ranked #793.

Envestnet Asset Management first reported a position in NU in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Envestnet Asset Management held 4,462,902 shares of Nu Holdings worth $59.6M as of Q2 2026.
  • Envestnet Asset Management bought 377,819 Nu Holdings shares in Q2 2026, an estimated $5.09M.
  • Nu Holdings made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #793 holding.
  • Envestnet Asset Management first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.