State Street’s Nu Holdings NU Stock Holding History

State Street’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	$1.29B	Buy	96,805,622 +3,781,999	+4%	+$51M	0.04%	353
2026 Q1	$1.34B	Buy	93,023,623 +1,478,872	+2%	+$24M	0.05%	321
2025 Q4	$1.53B	Buy	91,544,751 +66,356	+0.1%	+$1.07M	0.05%	295
2025 Q3	$1.46B	Buy	91,478,395 +239,660	+0.3%	+$3.34M	0.05%	304
2025 Q2	$1.25B	Buy	91,238,735 +2,158,037	+2%	+$25.8M	0.05%	327
2025 Q1	$912M	Buy	89,080,698 +4,325,626	+5%	+$51.1M	0.04%	388
2024 Q4	$878M	Buy	84,755,072 +5,889,934	+7%	+$78.3M	0.03%	406
2024 Q3	$1.08B	Buy	78,865,138 +40,560,986	+106%	+$546M	0.04%	355
2024 Q2	$494M	Buy	38,304,152 +8,857,847	+30%	+$103M	0.02%	521
2024 Q1	$351M	Buy	29,446,305 +1,197,297	+4%	+$12.2M	0.02%	629
2023 Q4	$235M	Buy	28,249,008 +2,099,985	+8%	+$17M	0.01%	757
2023 Q3	$190M	Buy	26,149,023 +1,198,370	+5%	+$8.96M	0.01%	794
2023 Q2	$197M	Buy	24,950,653 +22,192,009	+804%	+$136M	0.01%	806
2023 Q1	$13.1M	Buy	2,758,644 +247,653	+10%	+$1.1M	﹤0.01%	2498
2022 Q4	$10.2M	Sell	2,510,991 -6,975	-0.3%	-$30.3K	﹤0.01%	2685
2022 Q3	$11.1M	Buy	2,517,966 +1,753,541	+229%	+$8.05M	﹤0.01%	2645
2022 Q2	$2.86M	Buy	764,425 +530,307	+227%	+$2.69M	﹤0.01%	3357
2022 Q1	$1.81M	Buy	+234,118	New	+$1.88M	﹤0.01%	3606

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

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

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

State Street's NU Position: Q2 2026 in Review

State Street increased its Nu Holdings (NU) stake by 4.1% in Q2 2026, buying an estimated $51M and bringing the position to 96,805,622 shares worth $1.29B. The position accounts for 0.04% of the portfolio, ranked #353.

State Street first reported a position in NU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.53B in Q4 2025. 855 funds tracked by Wall St. Rank hold NU as of Q2 2026.

State Street held 96,805,622 shares of Nu Holdings worth $1.29B as of Q2 2026.
State Street bought 3,781,999 Nu Holdings shares in Q2 2026, an estimated $51M.
Nu Holdings made up 0.04% of State Street's portfolio in Q2 2026, its #353 holding.
State Street first reported a position in Nu Holdings in Q1 2022 and has held it in 18 quarters since.
State Street's Nu Holdings position peaked at $1.53B in Q4 2025.
855 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.