Nikko Asset Management Americas’s Nu Holdings NU Stock Holding History

Nikko Asset Management Americas’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	$53M	Sell	3,969,976 -425,512	-10%	-$5.74M	0.68%	39
2026 Q1	$63.2M	Sell	4,395,488 -54,907	-1%	-$890K	0.89%	37
2025 Q4	$74.5M	Sell	4,450,395 -611,303	-12%	-$9.82M	0.86%	37
2025 Q3	$81M	Buy	5,061,698 +1,075,602	+27%	+$15M	0.78%	37
2025 Q2	$54.7M	Sell	3,986,096 -253,630	-6%	-$3.04M	0.55%	44
2025 Q1	$43.4M	Sell	4,239,726 -1,135,068	-21%	-$13.4M	0.56%	48
2024 Q4	$55.7M	Sell	5,374,794 -787,716	-13%	-$10.5M	0.6%	42
2024 Q3	$84.1M	Sell	6,162,510 -408,923	-6%	-$5.5M	0.95%	28
2024 Q2	$84.7M	Sell	6,571,433 -2,913,361	-31%	-$33.9M	0.98%	27
2024 Q1	$113M	Buy	9,484,794 +1,853,273	+24%	+$18.9M	1.12%	25
2023 Q4	$63.5M	Sell	7,631,521 -1,916,987	-20%	-$15.5M	0.61%	42
2023 Q3	$69.2M	Sell	9,548,508 -650,570	-6%	-$4.87M	0.83%	31
2023 Q2	$80.5M	Sell	10,199,078 -3,406,007	-25%	-$20.9M	0.85%	30
2023 Q1	$63.1M	Sell	13,605,085 -168,681	-1%	-$752K	0.73%	31
2022 Q4	$56.1M	Sell	13,773,766 -142,902	-1%	-$621K	0.81%	31
2022 Q3	$63M	Buy	13,916,668 +58,314	+0.4%	+$268K	0.8%	27
2022 Q2	$51.6M	Buy	13,858,354 +1,962,364	+16%	+$9.95M	0.64%	39
2022 Q1	$93.2M	Buy	+11,895,990	New	+$95.5M	0.68%	31

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Nikko Asset Management Americas's NU Position: Q2 2026 in Review

Nikko Asset Management Americas reduced its Nu Holdings (NU) stake by 9.7% in Q2 2026, selling an estimated $5.74M and leaving 3,969,976 shares worth $53M. The position accounts for 0.68% of the portfolio, ranked #39.

Nikko Asset Management Americas first reported a position in NU in Q1 2022 and has held it in 18 quarters since. The position peaked at $113M in Q1 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Nikko Asset Management Americas held 3,969,976 shares of Nu Holdings worth $53M as of Q2 2026.
Nikko Asset Management Americas sold 425,512 Nu Holdings shares in Q2 2026, an estimated $5.74M.
Nu Holdings made up 0.68% of Nikko Asset Management Americas's portfolio in Q2 2026, its #39 holding.
Nikko Asset Management Americas first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
Nikko Asset Management Americas's Nu Holdings position peaked at $113M in Q1 2024.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Nikko Asset Management Americas's 13F filing for Q2 2026, filed 13 Aug 2026.