Federated Hermes
NU icon

Federated Hermes’s Nu Holdings NU Stock Holding History

Federated Hermes’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 		$4.35M Sell
325,514
-123,304
-27% -$1.66M 0.01% 878
2026
Q1 		$6.45M Sell
448,818
-56,785
-11% -$920K 0.01% 751
2025
Q4 		$8.46M Sell
505,603
-365,812
-42% -$5.88M 0.01% 673
2025
Q3 		$14M Sell
871,415
-134,951
-13% -$1.88M 0.02% 493
2025
Q2 		$13.8M Sell
1,006,366
-207,617
-17% -$2.49M 0.03% 506
2025
Q1 		$12.4M Sell
1,213,983
-916,241
-43% -$10.8M 0.03% 508
2024
Q4 		$22.1M Sell
2,130,224
-177,667
-8% -$2.36M 0.05% 390
2024
Q3 		$31.5M Buy
2,307,891
+698,974
+43% +$9.4M 0.07% 330
2024
Q2 		$20.7M Sell
1,608,917
-125,910
-7% -$1.47M 0.05% 392
2024
Q1 		$20.7M Sell
1,734,827
-70,684
-4% -$722K 0.05% 407
2023
Q4 		$15M Sell
1,805,511
-70,118
-4% -$567K 0.04% 456
2023
Q3 		$13.6M Buy
1,875,629
+455,715
+32% +$3.41M 0.04% 462
2023
Q2 		$11.2M Buy
+1,419,914
New +$8.72M 0.03% 518

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

Federated Hermes's NU Position: Q2 2026 in Review

Federated Hermes reduced its Nu Holdings (NU) stake by 27% in Q2 2026, selling an estimated $1.66M and leaving 325,514 shares worth $4.35M. The position accounts for 0.01% of the portfolio, ranked #878.

Federated Hermes first reported a position in NU in Q2 2023 and has held it in 13 quarters since. The position peaked at $31.5M in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Federated Hermes held 325,514 shares of Nu Holdings worth $4.35M as of Q2 2026.
  • Federated Hermes sold 123,304 Nu Holdings shares in Q2 2026, an estimated $1.66M.
  • Nu Holdings made up 0.01% of Federated Hermes's portfolio in Q2 2026, its #878 holding.
  • Federated Hermes first reported a position in Nu Holdings in Q2 2023 and has held it in 13 quarters since.
  • Federated Hermes's Nu Holdings position peaked at $31.5M in Q3 2024.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.