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Shell Asset Management’s Nu Holdings NU Stock Holding History

Shell 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
2025
Q3 		$1.91M Buy
119,174
+55,885
+88% +$780K 0.19% 109
2025
Q2 		$868K Buy
63,289
+1,165
+2% +$13.9K 0.03% 393
2025
Q1 		$636K Buy
62,124
+4,496
+8% +$53.1K 0.03% 395
2024
Q4 		$597K Buy
+57,628
New +$766K 0.03% 439

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Shell Asset Management's NU Position: Q3 2025 in Review

Shell Asset Management increased its Nu Holdings (NU) stake by 88% in Q3 2025, buying an estimated $780K and bringing the position to 119,174 shares worth $1.91M. The position accounts for 0.19% of the portfolio, ranked #109.

Shell Asset Management first reported a position in NU in Q4 2024 and has held it in 4 quarters since. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Shell Asset Management held 119,174 shares of Nu Holdings worth $1.91M as of Q3 2025.
  • Shell Asset Management bought 55,885 Nu Holdings shares in Q3 2025, an estimated $780K.
  • Nu Holdings made up 0.19% of Shell Asset Management's portfolio in Q3 2025, its #109 holding.
  • Shell Asset Management first reported a position in Nu Holdings in Q4 2024 and has held it in 4 quarters since.
  • 801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.