MML Investors Services’s Nu Holdings NU Stock Holding History

MML Investors 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	$1.28M	Buy	95,714 +19,108	+25%	+$258K	﹤0.01%	1856
2026 Q1	$1.1M	Sell	76,606 -11,565	-13%	-$187K	﹤0.01%	1708
2025 Q4	$1.48M	Buy	88,171 +7,088	+9%	+$114K	﹤0.01%	1564
2025 Q3	$1.3M	Sell	81,083 -12,303	-13%	-$172K	﹤0.01%	1551
2025 Q2	$1.28M	Sell	93,386 -122	-0.1%	-$1.46K	﹤0.01%	1514
2025 Q1	$958K	Buy	93,508 +2,866	+3%	+$33.9K	﹤0.01%	1606
2024 Q4	$939K	Sell	90,642 -27,960	-24%	-$372K	﹤0.01%	1550
2024 Q3	$1.62M	Sell	118,602 -2,059	-2%	-$27.7K	0.01%	1222
2024 Q2	$1.55M	Sell	120,661 -12,473	-9%	-$145K	0.01%	1168
2024 Q1	$1.59M	Buy	133,134 +121,121	+1,008%	+$1.24M	0.01%	1163
2023 Q4	$100K	Buy	+12,013	New	+$97.1K	﹤0.01%	2387
2022 Q1	–	Sell	-44,066	Closed	-$413K	–	2115
2021 Q4	$413K	Buy	+44,066	New	+$433K	﹤0.01%	1513

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

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

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

MML Investors Services's NU Position: Q2 2026 in Review

MML Investors Services increased its Nu Holdings (NU) stake by 25% in Q2 2026, buying an estimated $258K and bringing the position to 95,714 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

MML Investors Services first reported a position in NU in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.62M in Q3 2024. 418 funds tracked by Wall St. Rank hold NU as of Q2 2026.

MML Investors Services held 95,714 shares of Nu Holdings worth $1.28M as of Q2 2026.
MML Investors Services bought 19,108 Nu Holdings shares in Q2 2026, an estimated $258K.
Nu Holdings made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1856 holding.
MML Investors Services first reported a position in Nu Holdings in Q4 2021 and has held it in 12 quarters since.
MML Investors Services's Nu Holdings position peaked at $1.62M in Q3 2024.
418 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.