Wellington Management Group
NU icon

Wellington Management Group’s Nu Holdings NU Stock Holding History

Wellington Management Group’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 		$61.2M Buy
4,257,534
+1,464,882
+52% +$23.7M 0.01% 674
2025
Q4 		$46.7M Buy
2,792,652
+62,438
+2% +$1M 0.01% 752
2025
Q3 		$43.7M Buy
2,730,214
+2,058,140
+306% +$28.7M 0.01% 773
2025
Q2 		$9.22M Sell
672,074
-2,142,914
-76% -$25.7M ﹤0.01% 1230
2025
Q1 		$28.8M Buy
2,814,988
+156,367
+6% +$1.85M 0.01% 841
2024
Q4 		$27.5M Buy
2,658,621
+1,561,129
+142% +$20.8M 0.01% 879
2024
Q3 		$15M Sell
1,097,492
-1,263,384
-54% -$17M ﹤0.01% 1052
2024
Q2 		$30.4M Buy
2,360,876
+855,079
+57% +$9.96M 0.01% 831
2024
Q1 		$18M Buy
1,505,797
+1,357,652
+916% +$13.9M ﹤0.01% 972
2023
Q4 		$1.23M Buy
148,145
+115,801
+358% +$936K ﹤0.01% 1588
2023
Q3 		$234K Buy
32,344
+21,959
+211% +$164K ﹤0.01% 1760
2023
Q2 		$81.9K Sell
10,385
-941,539
-99% -$5.78M ﹤0.01% 1791
2023
Q1 		$4.53M Sell
951,924
-1,064,715
-53% -$4.74M ﹤0.01% 1307
2022
Q4 		$8.21M Buy
2,016,639
+533,228
+36% +$2.32M ﹤0.01% 1135
2022
Q3 		$6.53M Sell
1,483,411
-1,454,535
-50% -$6.68M ﹤0.01% 1217
2022
Q2 		$11M Buy
+2,937,946
New +$14.9M ﹤0.01% 1101

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
Morgan Stanley
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Wellington Management Group's NU Position: Q1 2026 in Review

Wellington Management Group increased its Nu Holdings (NU) stake by 52% in Q1 2026, buying an estimated $23.7M and bringing the position to 4,257,534 shares worth $61.2M. The position accounts for 0.01% of the portfolio, ranked #674.

Wellington Management Group first reported a position in NU in Q2 2022 and has held it in 16 quarters since. 900 funds tracked by Wall St. Rank hold NU as of Q1 2026.

  • Wellington Management Group held 4,257,534 shares of Nu Holdings worth $61.2M as of Q1 2026.
  • Wellington Management Group bought 1,464,882 Nu Holdings shares in Q1 2026, an estimated $23.7M.
  • Nu Holdings made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #674 holding.
  • Wellington Management Group first reported a position in Nu Holdings in Q2 2022 and has held it in 16 quarters since.
  • 900 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.