MassMutual Private Wealth & Trust’s Nu Holdings NU Stock Holding History

MassMutual Private Wealth & Trust’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	$49.4K	Buy	3,696 +46	+1%	+$620	﹤0.01%	778
2026 Q1	$52.5K	Sell	3,650 -744	-17%	-$12.1K	﹤0.01%	753
2025 Q4	$73.6K	Buy	4,394 +802	+22%	+$12.9K	﹤0.01%	673
2025 Q3	$57.5K	Buy	3,592 +487	+16%	+$6.79K	﹤0.01%	753
2025 Q2	$42.6K	Sell	3,105 -710	-19%	-$8.5K	﹤0.01%	837
2025 Q1	$39.1K	Buy	3,815 +1,295	+51%	+$15.3K	﹤0.01%	801
2024 Q4	$26.1K	Buy	2,520 +604	+32%	+$8.03K	﹤0.01%	921
2024 Q3	$26.2K	Buy	1,916 +1,422	+288%	+$19.1K	﹤0.01%	836
2024 Q2	$6.37K	Buy	494 +53	+12%	+$617	﹤0.01%	1238
2024 Q1	$5.26K	Buy	441 +404	+1,092%	+$4.13K	﹤0.01%	1263
2023 Q4	$308	Buy	37 +14	+61%	+$113	﹤0.01%	1879
2023 Q3	$167	Buy	+23	New	+$172	﹤0.01%	1933

Other funds holding NU

CFM

Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Washington University St Louis, Missouri $265M AUM 9.03% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

MassMutual Private Wealth & Trust's NU Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Nu Holdings (NU) stake by 1.3% in Q2 2026, buying an estimated $620 and bringing the position to 3,696 shares worth $49.4K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

MassMutual Private Wealth & Trust first reported a position in NU in Q3 2023 and has held it in 12 quarters since. The position peaked at $73.6K in Q4 2025. 289 funds tracked by Wall St. Rank hold NU as of Q2 2026.

MassMutual Private Wealth & Trust held 3,696 shares of Nu Holdings worth $49.4K as of Q2 2026.
MassMutual Private Wealth & Trust bought 46 Nu Holdings shares in Q2 2026, an estimated $620.
Nu Holdings made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #778 holding.
MassMutual Private Wealth & Trust first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
MassMutual Private Wealth & Trust's Nu Holdings position peaked at $73.6K in Q4 2025.
289 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.