Sumitomo Mitsui DS Asset Management’s Nu Holdings NU Stock Holding History

Sumitomo Mitsui DS 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	$2.87M	Buy	214,822 +24,537	+13%	+$331K	0.02%	469
2026 Q1	$2.73M	Buy	190,285 +6,666	+4%	+$108K	0.02%	450
2025 Q4	$3.07M	Buy	183,619 +4,050	+2%	+$65.1K	0.02%	426
2025 Q3	$2.87M	Buy	179,569 +15,441	+9%	+$215K	0.02%	430
2025 Q2	$2.25M	Buy	164,128 +7,605	+5%	+$91.1K	0.02%	471
2025 Q1	$1.6M	Buy	156,523 +17,527	+13%	+$207K	0.02%	540
2024 Q4	$1.44M	Buy	138,996 +7,860	+6%	+$105K	0.01%	560
2024 Q3	$1.79M	Buy	131,136 +119,972	+1,075%	+$1.61M	0.02%	506
2024 Q2	$144K	Buy	11,164 +6	+0.1%	+$70	﹤0.01%	765
2024 Q1	$133K	Sell	11,158 -1,038	-9%	-$10.6K	﹤0.01%	760
2023 Q4	$102K	Buy	+12,196	New	+$98.6K	﹤0.01%	783

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

Sumitomo Mitsui DS Asset Management's NU Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Nu Holdings (NU) stake by 13% in Q2 2026, buying an estimated $331K and bringing the position to 214,822 shares worth $2.87M. The position accounts for 0.02% of the portfolio, ranked #469.

Sumitomo Mitsui DS Asset Management first reported a position in NU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.07M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 214,822 shares of Nu Holdings worth $2.87M as of Q2 2026.
Sumitomo Mitsui DS Asset Management bought 24,537 Nu Holdings shares in Q2 2026, an estimated $331K.
Nu Holdings made up 0.02% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #469 holding.
Sumitomo Mitsui DS Asset Management first reported a position in Nu Holdings in Q4 2023 and has held it in 11 quarters since.
Sumitomo Mitsui DS Asset Management's Nu Holdings position peaked at $3.07M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.