Lazard Asset Management
NU icon

Lazard Asset Management’s Nu Holdings NU Stock Holding History

Lazard Asset Management’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 		$39.5M Buy
2,748,533
+976,963
+55% +$15.8M 0.07% 243
2025
Q4 		$29.7M Buy
1,771,570
+340,423
+24% +$5.47M 0.05% 260
2025
Q3 		$22.9M Sell
1,431,147
-835,048
-37% -$11.6M 0.03% 292
2025
Q2 		$31.1M Sell
2,266,195
-22,368
-1% -$268K 0.04% 291
2025
Q1 		$23.4M Sell
2,288,563
-1,901,655
-45% -$22.5M 0.04% 316
2024
Q4 		$43.4M Buy
4,190,218
+23,198
+0.6% +$309K 0.06% 215
2024
Q3 		$56.9M Buy
4,167,020
+2,383,798
+134% +$32.1M 0.08% 180
2024
Q2 		$23M Sell
1,783,222
-281,886
-14% -$3.28M 0.03% 347
2024
Q1 		$24.6M Buy
2,065,108
+1,846,610
+845% +$18.9M 0.03% 343
2023
Q4 		$1.82M Sell
218,498
-56,456
-21% -$456K ﹤0.01% 863
2023
Q3 		$1.99M Buy
274,954
+274,874
+343,593% +$2.06M ﹤0.01% 872
2023
Q2 		$0 Hold
80
– – ﹤0.01% 2465
2023
Q1 		$0 Hold
80
– – ﹤0.01% 2471
2022
Q4 		$0 Buy
+80
New +$348 ﹤0.01% 2509

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

Lazard Asset Management's NU Position: Q1 2026 in Review

Lazard Asset Management increased its Nu Holdings (NU) stake by 55% in Q1 2026, buying an estimated $15.8M and bringing the position to 2,748,533 shares worth $39.5M. The position accounts for 0.07% of the portfolio, ranked #243.

Lazard Asset Management first reported a position in NU in Q4 2022 and has held it in 14 quarters since. The position peaked at $56.9M in Q3 2024. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Lazard Asset Management held 2,748,533 shares of Nu Holdings worth $39.5M as of Q1 2026.
  • Lazard Asset Management bought 976,963 Nu Holdings shares in Q1 2026, an estimated $15.8M.
  • Nu Holdings made up 0.07% of Lazard Asset Management's portfolio in Q1 2026, its #243 holding.
  • Lazard Asset Management first reported a position in Nu Holdings in Q4 2022 and has held it in 14 quarters since.
  • Lazard Asset Management's Nu Holdings position peaked at $56.9M in Q3 2024.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.