Ken Fisher
NU icon

Ken Fisher’s Nu Holdings NU Stock Holding History

Ken Fisher’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
Q1 		$150M Buy
10,422,671
+180,486
+2% +$2.93M 0.05% 137
2025
Q4 		$171M Sell
10,242,185
-196,114
-2% -$3.15M 0.06% 137
2025
Q3 		$167M Buy
10,438,299
+55,033
+0.5% +$768K 0.06% 141
2025
Q2 		$142M Buy
10,383,266
+3,076,400
+42% +$36.8M 0.06% 141
2025
Q1 		$74.8M Buy
7,306,866
+155,121
+2% +$1.83M 0.03% 178
2024
Q4 		$74.1M Sell
7,151,745
-79,325
-1% -$1.06M 0.03% 183
2024
Q3 		$98.7M Buy
+7,231,070
New +$97.3M 0.04% 160

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ken Fisher's NU Position: Q1 2026 in Review

Ken Fisher increased its Nu Holdings (NU) stake by 1.8% in Q1 2026, buying an estimated $2.93M and bringing the position to 10,422,671 shares worth $150M. The position accounts for 0.05% of the portfolio, ranked #137.

Ken Fisher first reported a position in NU in Q3 2024 and has held it in 7 quarters since. The position peaked at $171M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Ken Fisher held 10,422,671 shares of Nu Holdings worth $150M as of Q1 2026.
  • Ken Fisher bought 180,486 Nu Holdings shares in Q1 2026, an estimated $2.93M.
  • Nu Holdings made up 0.05% of Ken Fisher's portfolio in Q1 2026, its #137 holding.
  • Ken Fisher first reported a position in Nu Holdings in Q3 2024 and has held it in 7 quarters since.
  • Ken Fisher's Nu Holdings position peaked at $171M in Q4 2025.
  • 899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.