First Trust Advisors
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First Trust Advisors’s Nu Holdings NU Stock Holding History

First Trust Advisors’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 		$3.29M Sell
246,179
-1,039,151
-81% -$14M ﹤0.01% 1792
2026
Q1 		$18.5M Sell
1,285,330
-2,125,247
-62% -$34.4M 0.01% 898
2025
Q4 		$57.1M Buy
3,410,577
+1,322,112
+63% +$21.2M 0.04% 507
2025
Q3 		$33.4M Buy
2,088,465
+1,987,555
+1,970% +$27.7M 0.02% 736
2025
Q2 		$1.38M Sell
100,910
-22,674
-18% -$271K ﹤0.01% 1963
2025
Q1 		$1.27M Sell
123,584
-1,410,383
-92% -$16.7M ﹤0.01% 1968
2024
Q4 		$15.9M Sell
1,533,967
-455,475
-23% -$6.06M 0.01% 932
2024
Q3 		$27.2M Sell
1,989,442
-154,139
-7% -$2.07M 0.03% 695
2024
Q2 		$27.6M Sell
2,143,581
-352,090
-14% -$4.1M 0.03% 672
2024
Q1 		$29.8M Buy
2,495,671
+353,823
+17% +$3.61M 0.03% 649
2023
Q4 		$17.8M Sell
2,141,848
-1,151,284
-35% -$9.3M 0.02% 811
2023
Q3 		$23.9M Buy
3,293,132
+2,924,038
+792% +$21.9M 0.03% 646
2023
Q2 		$2.91M Buy
369,094
+347,194
+1,585% +$2.13M ﹤0.01% 1524
2023
Q1 		$104K Sell
21,900
-10,006
-31% -$44.6K ﹤0.01% 2336
2022
Q4 		$130K Sell
31,906
-68,216
-68% -$296K ﹤0.01% 2393
2022
Q3 		$441K Buy
100,122
+55,395
+124% +$254K ﹤0.01% 2246
2022
Q2 		$167K Sell
44,727
-1,597,110
-97% -$8.1M ﹤0.01% 2415
2022
Q1 		$12.7M Buy
+1,641,837
New +$13.2M 0.01% 967

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

First Trust Advisors's NU Position: Q2 2026 in Review

First Trust Advisors reduced its Nu Holdings (NU) stake by 81% in Q2 2026, selling an estimated $14M and leaving 246,179 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #1792.

First Trust Advisors first reported a position in NU in Q1 2022 and has held it in 18 quarters since. The position peaked at $57.1M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • First Trust Advisors held 246,179 shares of Nu Holdings worth $3.29M as of Q2 2026.
  • First Trust Advisors sold 1,039,151 Nu Holdings shares in Q2 2026, an estimated $14M.
  • Nu Holdings made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1792 holding.
  • First Trust Advisors first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
  • First Trust Advisors's Nu Holdings position peaked at $57.1M in Q4 2025.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.