Madison Asset Management’s Nu Holdings NU Stock Holding History

Madison 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 Q2	$3.75M	Buy	280,542 +63,094	+29%	+$850K	0.04%	202
2026 Q1	$3.12M	Buy	217,448 +84,230	+63%	+$1.37M	0.04%	204
2025 Q4	$2.23M	Buy	133,218 +40,973	+44%	+$658K	0.03%	234
2025 Q3	$1.48M	Buy	+92,245	New	+$1.29M	0.02%	264

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 $3.38T AUM 44.17% 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

Madison Asset Management's NU Position: Q2 2026 in Review

Madison Asset Management increased its Nu Holdings (NU) stake by 29% in Q2 2026, buying an estimated $850K and bringing the position to 280,542 shares worth $3.75M. The position accounts for 0.04% of the portfolio, ranked #202.

Madison Asset Management first reported a position in NU in Q3 2025 and has held it in 4 quarters since. 862 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Madison Asset Management held 280,542 shares of Nu Holdings worth $3.75M as of Q2 2026.
Madison Asset Management bought 63,094 Nu Holdings shares in Q2 2026, an estimated $850K.
Nu Holdings made up 0.04% of Madison Asset Management's portfolio in Q2 2026, its #202 holding.
Madison Asset Management first reported a position in Nu Holdings in Q3 2025 and has held it in 4 quarters since.
862 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.