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 Q2	$134M	Sell	10,008,815 -413,856	-4%	-$5.58M	0.04%	152
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Ken Fisher's NU Position: Q2 2026 in Review

Ken Fisher reduced its Nu Holdings (NU) stake by 4% in Q2 2026, selling an estimated $5.58M and leaving 10,008,815 shares worth $134M. The position accounts for 0.04% of the portfolio, ranked #152.

Ken Fisher first reported a position in NU in Q3 2024 and has held it in 8 quarters since. The position peaked at $171M in Q4 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Ken Fisher held 10,008,815 shares of Nu Holdings worth $134M as of Q2 2026.
Ken Fisher sold 413,856 Nu Holdings shares in Q2 2026, an estimated $5.58M.
Nu Holdings made up 0.04% of Ken Fisher's portfolio in Q2 2026, its #152 holding.
Ken Fisher first reported a position in Nu Holdings in Q3 2024 and has held it in 8 quarters since.
Ken Fisher's Nu Holdings position peaked at $171M in Q4 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.