1858 Wealth Management’s Nu Holdings NU Stock Holding History

1858 Wealth 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	$1.82M	Sell	113,841 -6,221	-5%	-$86.8K	1.28%	27
2025 Q2	$1.65M	Buy	120,062 +77,572	+183%	+$929K	1.22%	25
2025 Q1	$435K	Buy	42,490 +22,300	+110%	+$264K	0.37%	61
2024 Q4	$209K	Buy	+20,190	New	+$269K	0.17%	116

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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 Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

1858 Wealth Management's NU Position: Q3 2025 in Review

1858 Wealth Management reduced its Nu Holdings (NU) stake by 5.2% in Q3 2025, selling an estimated $86.8K and leaving 113,841 shares worth $1.82M. The position accounts for 1.28% of the portfolio, ranked #27.

1858 Wealth 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.

1858 Wealth Management held 113,841 shares of Nu Holdings worth $1.82M as of Q3 2025.
1858 Wealth Management sold 6,221 Nu Holdings shares in Q3 2025, an estimated $86.8K.
Nu Holdings made up 1.28% of 1858 Wealth Management's portfolio in Q3 2025, its #27 holding.
1858 Wealth 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 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.