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Advisor Resource Council’s Nu Holdings NU Stock Holding History

Advisor Resource Council’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
Q2 		– Sell
-10,000
Closed -$102K – 444
2025
Q1 		$102K Buy
+10,000
New +$118K 0.01% 566
2024
Q2 		– Sell
-16,388
Closed -$137K – 166
2024
Q1 		$137K Sell
16,388
-85,220
-84% -$870K 0.06% 219
2023
Q4 		$846K Buy
+101,608
New +$821K 0.1% 200

Other funds holding NU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
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

Advisor Resource Council's NU Position: Q2 2025 in Review

Advisor Resource Council sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 10,000 shares — an estimated $102K sold.

Advisor Resource Council first reported a position in NU in Q4 2023 and held it in 3 quarters. The position peaked at $846K in Q4 2023. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Advisor Resource Council reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 10,000 Nu Holdings shares in Q2 2025, an estimated $102K.
  • Advisor Resource Council first reported a position in Nu Holdings in Q4 2023 and held it in 3 quarters.
  • Advisor Resource Council's Nu Holdings position peaked at $846K in Q4 2023.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.