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Nissay Asset Management’s Nu Holdings NU Stock Holding History

Nissay Asset Management’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 		$4.18M Sell
290,775
-230,911
-44% -$3.74M 0.02% 351
2025
Q4 		$8.73M Buy
521,686
+468,237
+876% +$7.53M 0.05% 238
2025
Q3 		$856K Sell
53,449
-370,050
-87% -$5.16M ﹤0.01% 587
2025
Q2 		$5.81M Buy
423,499
+1,585
+0.4% +$19K 0.03% 297
2025
Q1 		$4.32M Buy
421,914
+173,245
+70% +$2.05M 0.03% 339
2024
Q4 		$2.57M Buy
248,669
+27,394
+12% +$364K 0.02% 456
2024
Q3 		$3.02M Buy
+221,275
New +$2.98M 0.02% 434
2024
Q2 		– Sell
-261,247
Closed -$3.12M – 770
2024
Q1 		$3.12M Buy
+261,247
New +$2.67M 0.02% 391

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Nissay Asset Management's NU Position: Q1 2026 in Review

Nissay Asset Management reduced its Nu Holdings (NU) stake by 44% in Q1 2026, selling an estimated $3.74M and leaving 290,775 shares worth $4.18M. The position accounts for 0.02% of the portfolio, ranked #351.

Nissay Asset Management first reported a position in NU in Q1 2024 and has held it in 8 quarters since. The position peaked at $8.73M in Q4 2025. 898 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Nissay Asset Management held 290,775 shares of Nu Holdings worth $4.18M as of Q1 2026.
  • Nissay Asset Management sold 230,911 Nu Holdings shares in Q1 2026, an estimated $3.74M.
  • Nu Holdings made up 0.02% of Nissay Asset Management's portfolio in Q1 2026, its #351 holding.
  • Nissay Asset Management first reported a position in Nu Holdings in Q1 2024 and has held it in 8 quarters since.
  • Nissay Asset Management's Nu Holdings position peaked at $8.73M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Nissay Asset Management's 13F filing for Q1 2026, filed 15 May 2026.