Alliance Wealth Advisors (Utah)’s Nu Holdings NU Stock Holding History

Alliance Wealth Advisors (Utah)’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 Q4	–	Sell	-13,381	Closed	-$214K	–	287
2025 Q3	$214K	Sell	13,381 -5,230	-28%	-$73K	0.05%	260
2025 Q2	$255K	Buy	18,611 +1,313	+8%	+$15.7K	0.06%	242
2025 Q1	$177K	Buy	17,298 +2,590	+18%	+$30.6K	0.05%	247
2024 Q4	$152K	Buy	+14,708	New	+$196K	0.04%	250

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Alliance Wealth Advisors (Utah)'s NU Position: Q4 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 13,381 shares — an estimated $214K sold.

Alliance Wealth Advisors (Utah) first reported a position in NU in Q4 2024 and held it in 4 quarters. The position peaked at $255K in Q2 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Alliance Wealth Advisors (Utah) reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Alliance Wealth Advisors (Utah) sold 13,381 Nu Holdings shares in Q4 2025, an estimated $214K.
Alliance Wealth Advisors (Utah) first reported a position in Nu Holdings in Q4 2024 and held it in 4 quarters.
Alliance Wealth Advisors (Utah)'s Nu Holdings position peaked at $255K in Q2 2025.
874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q4 2025, filed 2 Feb 2026.