Adero Partners’s Nu Holdings NU Stock Holding History

Adero Partners’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 Q1	$48M	Sell	4,682,782 -315	-0%	-$3.72K	3.14%	8
2024 Q4	$48.5M	Sell	4,683,097 -136,258	-3%	-$1.81M	3.13%	10
2024 Q3	$65.8M	Buy	4,819,355 +259,324	+6%	+$3.49M	4.37%	6
2024 Q2	$58.8M	Sell	4,560,031 -55,246	-1%	-$643K	4.29%	6
2024 Q1	$55.1M	Sell	4,615,277 -532,936	-10%	-$5.44M	4.17%	6
2023 Q4	$42.9M	Buy	5,148,213 +45,779	+0.9%	+$370K	3.64%	7
2023 Q3	$37M	Buy	5,102,434 +1,374,083	+37%	+$10.3M	3.57%	7
2023 Q2	$29.4M	Hold	3,728,351	–	–	2.9%	10
2023 Q1	$17.7M	Buy	3,728,351 +44,188	+1%	+$197K	1.95%	10
2022 Q4	$15M	Sell	3,684,163 -983,182	-21%	-$4.27M	1.81%	11
2022 Q3	$20.1M	Buy	4,667,345 +670,135	+17%	+$3.08M	2.54%	11
2022 Q2	$15.9M	Buy	+3,997,210	New	+$20.3M	2.26%	10

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

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

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Adero Partners's NU Position: Q1 2025 in Review

Adero Partners reduced its Nu Holdings (NU) stake by 0.01% in Q1 2025, selling an estimated $3.72K and leaving 4,682,782 shares worth $48M. The position accounts for 3.14% of the portfolio, ranked #8.

Adero Partners first reported a position in NU in Q2 2022 and has held it in 12 quarters since. The position peaked at $65.8M in Q3 2024. 733 funds tracked by Wall St. Rank hold NU as of Q1 2025.

Adero Partners held 4,682,782 shares of Nu Holdings worth $48M as of Q1 2025.
Adero Partners sold 315 Nu Holdings shares in Q1 2025, an estimated $3.72K.
Nu Holdings made up 3.14% of Adero Partners's portfolio in Q1 2025, its #8 holding.
Adero Partners first reported a position in Nu Holdings in Q2 2022 and has held it in 12 quarters since.
Adero Partners's Nu Holdings position peaked at $65.8M in Q3 2024.
733 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.