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 Q2	$809K	Sell	60,567 -230,208	-79%	-$3.1M	﹤0.01%	622
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 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

Nissay Asset Management's NU Position: Q2 2026 in Review

Nissay Asset Management reduced its Nu Holdings (NU) stake by 79% in Q2 2026, selling an estimated $3.1M and leaving 60,567 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Nissay Asset Management first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $8.73M in Q4 2025. 857 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Nissay Asset Management held 60,567 shares of Nu Holdings worth $809K as of Q2 2026.
Nissay Asset Management sold 230,208 Nu Holdings shares in Q2 2026, an estimated $3.1M.
Nu Holdings made up ﹤0.01% of Nissay Asset Management's portfolio in Q2 2026, its #622 holding.
Nissay Asset Management first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Nissay Asset Management's Nu Holdings position peaked at $8.73M in Q4 2025.
857 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Nissay Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.