Fidelity Investments
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Fidelity Investments’s Nu Holdings NU Stock Holding History

Fidelity Investments’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 		$1.01B Buy
75,611,219
+2,391,731
+3% +$32.2M 0.04% 315
2026
Q1 		$1.05B Buy
73,219,488
+4,071,873
+6% +$66M 0.06% 280
2025
Q4 		$1.16B Buy
69,147,615
+4,977,578
+8% +$80M 0.06% 255
2025
Q3 		$1.03B Sell
64,170,037
-646,005
-1% -$9.01M 0.05% 280
2025
Q2 		$889M Buy
64,816,042
+6,106,913
+10% +$73.1M 0.05% 309
2025
Q1 		$601M Sell
58,709,129
-2,304,334
-4% -$27.2M 0.04% 386
2024
Q4 		$632M Sell
61,013,463
-788,428
-1% -$10.5M 0.04% 391
2024
Q3 		$844M Buy
61,801,891
+8,728,833
+16% +$117M 0.05% 315
2024
Q2 		$684M Sell
53,073,058
-142,723
-0.3% -$1.66M 0.04% 342
2024
Q1 		$635M Buy
53,215,781
+17,031,529
+47% +$174M 0.04% 380
2023
Q4 		$301M Buy
36,184,252
+9,234,763
+34% +$74.6M 0.02% 587
2023
Q3 		$195M Buy
26,949,489
+2,088,585
+8% +$15.6M 0.02% 710
2023
Q2 		$196M Buy
24,860,904
+7,050,520
+40% +$43.3M 0.02% 728
2023
Q1 		$84.8M Hold
17,810,384
– – 0.01% 1039
2022
Q4 		$72.5M Buy
17,810,384
+12,020,018
+208% +$52.2M 0.01% 1099
2022
Q3 		$25.5M Buy
5,790,366
+414,200
+8% +$1.9M ﹤0.01% 1533
2022
Q2 		$20.1M Sell
5,376,166
-1,100
-0% -$5.58K ﹤0.01% 1642
2022
Q1 		$41.5M Sell
5,377,266
-122,734
-2% -$985K ﹤0.01% 1476
2021
Q4 		$51.6M Buy
+5,500,000
New +$54M ﹤0.01% 1413

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
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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Fidelity Investments's NU Position: Q2 2026 in Review

Fidelity Investments increased its Nu Holdings (NU) stake by 3.3% in Q2 2026, buying an estimated $32.2M and bringing the position to 75,611,219 shares worth $1.01B. The position accounts for 0.04% of the portfolio, ranked #315.

Fidelity Investments first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16B in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Fidelity Investments held 75,611,219 shares of Nu Holdings worth $1.01B as of Q2 2026.
  • Fidelity Investments bought 2,391,731 Nu Holdings shares in Q2 2026, an estimated $32.2M.
  • Nu Holdings made up 0.04% of Fidelity Investments's portfolio in Q2 2026, its #315 holding.
  • Fidelity Investments first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Fidelity Investments's Nu Holdings position peaked at $1.16B in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.