Massachusetts Financial Services
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Massachusetts Financial Services’s Nu Holdings NU Stock Holding History

Massachusetts Financial Services’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 		$139M Buy
+10,256,465
New +$138M 0.04% 342
2025
Q1 		– Sell
-2,595,954
Closed -$26.9M – 907
2024
Q4 		$26.9M Buy
+2,595,954
New +$34.5M 0.01% 564

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

Massachusetts Financial Services's NU Position: Q2 2026 in Review

Massachusetts Financial Services opened a new position in Nu Holdings (NU) in Q2 2026: 10,256,465 shares worth $139M. The stake represents 0.04% of the portfolio and ranks #342 among its holdings. This is a return to the name: Massachusetts Financial Services previously reported a position in NU as recently as Q4 2024.

Massachusetts Financial Services first reported a position in NU in Q4 2024 and has held it in 2 quarters since. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Massachusetts Financial Services held 10,256,465 shares of Nu Holdings worth $139M as of Q2 2026.
  • Nu Holdings was a new Massachusetts Financial Services position in Q2 2026.
  • Nu Holdings made up 0.04% of Massachusetts Financial Services's portfolio in Q2 2026, its #342 holding.
  • Massachusetts Financial Services first reported a position in Nu Holdings in Q4 2024 and has held it in 2 quarters since.
  • 858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.