Nuveen’s Nu Holdings NU Stock Holding History

Nuveen’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	$183M	Sell	12,724,249 -368,389	-3%	-$5.97M	0.05%	271
2025 Q4	$219M	Sell	13,092,638 -217,056	-2%	-$3.49M	0.06%	249
2025 Q3	$213M	Buy	13,309,694 +450,837	+4%	+$6.29M	0.06%	255
2025 Q2	$176M	Sell	12,858,857 -8,754,158	-41%	-$105M	0.05%	274
2025 Q1	$221M	Sell	21,613,015 -2,765,061	-11%	-$32.7M	0.07%	235
2024 Q4	$253M	Buy	24,378,076 +1,417,910	+6%	+$18.9M	0.07%	220
2024 Q3	$313M	Buy	22,960,166 +4,941,995	+27%	+$66.5M	0.09%	193
2024 Q2	$232M	Buy	18,018,171 +3,965,520	+28%	+$46.2M	0.07%	226
2024 Q1	$168M	Buy	14,052,651 +174,649	+1%	+$1.78M	0.05%	294
2023 Q4	$116M	Buy	13,878,002 +123,021	+0.9%	+$994K	0.04%	364
2023 Q3	$99.7M	Sell	13,754,981 -1,106,955	-7%	-$8.28M	0.04%	366
2023 Q2	$117M	Buy	+14,861,936	New	+$91.3M	0.04%	342

Other funds holding NU

BlackRock New York $5.7T 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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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