Morgan Stanley
NU icon

Morgan Stanley’s Nu Holdings NU Stock Holding History

Morgan Stanley’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 		$2.04B Buy
141,628,383
+20,277,682
+17% +$329M 0.12% 150
2025
Q4 		$2.03B Buy
121,350,701
+3,419,077
+3% +$54.9M 0.12% 143
2025
Q3 		$1.89B Buy
117,931,624
+10,211,541
+9% +$142M 0.11% 157
2025
Q2 		$1.48B Sell
107,720,083
-16,503,756
-13% -$198M 0.1% 184
2025
Q1 		$1.27B Buy
124,223,839
+6,130,207
+5% +$72.4M 0.09% 200
2024
Q4 		$1.22B Buy
118,093,632
+42,545,252
+56% +$566M 0.09% 205
2024
Q3 		$1.03B Buy
75,548,380
+15,279,650
+25% +$206M 0.07% 244
2024
Q2 		$777M Sell
60,268,730
-4,623,636
-7% -$53.8M 0.06% 288
2024
Q1 		$774M Sell
64,892,366
-54,276,248
-46% -$554M 0.06% 288
2023
Q4 		$993M Buy
119,168,614
+57,908,191
+95% +$468M 0.04% 398
2023
Q3 		$444M Buy
61,260,423
+4,044,904
+7% +$30.3M 0.05% 395
2023
Q2 		$451M Sell
57,215,519
-6,736,610
-11% -$41.4M 0.04% 401
2023
Q1 		$304M Buy
63,952,129
+2,636,222
+4% +$11.7M 0.03% 543
2022
Q4 		$250M Buy
61,315,907
+10,863,281
+22% +$47.2M 0.03% 595
2022
Q3 		$222M Buy
50,452,626
+3,372,274
+7% +$15.5M 0.03% 532
2022
Q2 		$176M Buy
47,080,352
+8,849,616
+23% +$44.9M 0.02% 644
2022
Q1 		$295M Buy
38,230,736
+38,159,029
+53,215% +$306M 0.04% 410
2021
Q4 		$672K Buy
+71,707
New +$704K ﹤0.01% 5369

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
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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Morgan Stanley's NU Position: Q1 2026 in Review

Morgan Stanley increased its Nu Holdings (NU) stake by 17% in Q1 2026, buying an estimated $329M and bringing the position to 141,628,383 shares worth $2.04B. The position accounts for 0.12% of the portfolio, ranked #150.

Morgan Stanley first reported a position in NU in Q4 2021 and has held it in 18 quarters since. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Morgan Stanley held 141,628,383 shares of Nu Holdings worth $2.04B as of Q1 2026.
  • Morgan Stanley bought 20,277,682 Nu Holdings shares in Q1 2026, an estimated $329M.
  • Nu Holdings made up 0.12% of Morgan Stanley's portfolio in Q1 2026, its #150 holding.
  • Morgan Stanley first reported a position in Nu Holdings in Q4 2021 and has held it in 18 quarters since.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.