Invesco
NU icon

Invesco’s Nu Holdings NU Stock Holding History

Invesco’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 		$77.1M Sell
5,771,785
-1,464,030
-20% -$19.7M 0.01% 975
2026
Q1 		$104M Buy
7,235,815
+346,116
+5% +$5.61M 0.01% 827
2025
Q4 		$115M Buy
6,889,699
+1,733,530
+34% +$27.9M 0.01% 800
2025
Q3 		$82.6M Buy
5,156,169
+795,781
+18% +$11.1M 0.01% 900
2025
Q2 		$59.8M Sell
4,360,388
-7,730,875
-64% -$92.6M 0.01% 988
2025
Q1 		$124M Sell
12,091,263
-5,170,294
-30% -$61.1M 0.02% 742
2024
Q4 		$179M Sell
17,261,557
-1,349,957
-7% -$18M 0.03% 667
2024
Q3 		$254M Sell
18,611,514
-12,035,308
-39% -$162M 0.05% 507
2024
Q2 		$395M Buy
30,646,822
+3,656,298
+14% +$42.6M 0.08% 293
2024
Q1 		$322M Sell
26,990,524
-7,111,987
-21% -$72.6M 0.07% 391
2023
Q4 		$284M Sell
34,102,511
-12,764,613
-27% -$103M 0.07% 396
2023
Q3 		$340M Sell
46,867,124
-7,149,622
-13% -$53.5M 0.09% 282
2023
Q2 		$426M Sell
54,016,746
-3,542,326
-6% -$21.8M 0.11% 228
2023
Q1 		$274M Buy
57,559,072
+1,429,640
+3% +$6.37M 0.08% 342
2022
Q4 		$228M Buy
56,129,432
+10,024,672
+22% +$43.6M 0.07% 412
2022
Q3 		$203M Buy
46,104,760
+12,644,493
+38% +$58M 0.07% 414
2022
Q2 		$125M Buy
33,460,267
+27,118,998
+428% +$138M 0.04% 603
2022
Q1 		$49M Sell
6,341,269
-8,158,731
-56% -$65.5M 0.01% 1014
2021
Q4 		$136M Buy
+14,500,000
New +$142M 0.03% 674

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

Invesco's NU Position: Q2 2026 in Review

Invesco reduced its Nu Holdings (NU) stake by 20% in Q2 2026, selling an estimated $19.7M and leaving 5,771,785 shares worth $77.1M. The position accounts for 0.01% of the portfolio, ranked #975.

Invesco first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $426M in Q2 2023. 856 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Invesco held 5,771,785 shares of Nu Holdings worth $77.1M as of Q2 2026.
  • Invesco sold 1,464,030 Nu Holdings shares in Q2 2026, an estimated $19.7M.
  • Nu Holdings made up 0.01% of Invesco's portfolio in Q2 2026, its #975 holding.
  • Invesco first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Invesco's Nu Holdings position peaked at $426M in Q2 2023.
  • 856 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.