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
Q2 		$1.58B Sell
117,966,561
-23,661,822
-17% -$319M 0.08% 209
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 Buy
64,892,366
+5,308,059
+9% +$54.2M 0.06% 288
2023
Q4 		$496M Sell
59,584,307
-1,676,116
-3% -$13.5M 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 $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
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
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Morgan Stanley's NU Position: Q2 2026 in Review

Morgan Stanley reduced its Nu Holdings (NU) stake by 17% in Q2 2026, selling an estimated $319M and leaving 117,966,561 shares worth $1.58B. The position accounts for 0.08% of the portfolio, ranked #209.

Morgan Stanley first reported a position in NU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.04B in Q1 2026. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Morgan Stanley held 117,966,561 shares of Nu Holdings worth $1.58B as of Q2 2026.
  • Morgan Stanley sold 23,661,822 Nu Holdings shares in Q2 2026, an estimated $319M.
  • Nu Holdings made up 0.08% of Morgan Stanley's portfolio in Q2 2026, its #209 holding.
  • Morgan Stanley first reported a position in Nu Holdings in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Nu Holdings position peaked at $2.04B in Q1 2026.
  • 857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.