Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Nu Holdings NU Stock Holding History

Northwestern Mutual Wealth 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 		$345K Buy
25,855
+9,516
+58% +$128K ﹤0.01% 1774
2026
Q1 		$235K Sell
16,339
-2,618
-14% -$42.4K ﹤0.01% 1834
2025
Q4 		$317K Buy
18,957
+4,245
+29% +$68.2K ﹤0.01% 1695
2025
Q3 		$236K Buy
14,712
+155
+1% +$2.16K ﹤0.01% 1733
2025
Q2 		$200K Sell
14,557
-2,382
-14% -$28.5K ﹤0.01% 1747
2025
Q1 		$173K Buy
16,939
+3,788
+29% +$44.8K ﹤0.01% 1720
2024
Q4 		$136K Buy
13,151
+103
+0.8% +$1.37K ﹤0.01% 1810
2024
Q3 		$178K Sell
13,048
-308
-2% -$4.14K ﹤0.01% 1670
2024
Q2 		$172K Buy
13,356
+590
+5% +$6.87K ﹤0.01% 1621
2024
Q1 		$152K Buy
12,766
+28
+0.2% +$286 ﹤0.01% 1655
2023
Q4 		$106K Sell
12,738
-1,400
-10% -$11.3K ﹤0.01% 1765
2023
Q3 		$103K Buy
+14,138
New +$106K ﹤0.01% 1705

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return

Northwestern Mutual Wealth Management's NU Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Nu Holdings (NU) stake by 58% in Q2 2026, buying an estimated $128K and bringing the position to 25,855 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Northwestern Mutual Wealth Management first reported a position in NU in Q3 2023 and has held it in 12 quarters since. 626 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Northwestern Mutual Wealth Management held 25,855 shares of Nu Holdings worth $345K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 9,516 Nu Holdings shares in Q2 2026, an estimated $128K.
  • Nu Holdings made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1774 holding.
  • Northwestern Mutual Wealth Management first reported a position in Nu Holdings in Q3 2023 and has held it in 12 quarters since.
  • 626 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.