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American Capital Advisory’s Nu Holdings NU Stock Holding History

American Capital Advisory’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
-50
Closed -$512 – 958
2025
Q1 		$512 Buy
+50
New +$591 ﹤0.01% 514

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

American Capital Advisory's NU Position: Q2 2025 in Review

American Capital Advisory sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 50 shares — an estimated $512 sold.

American Capital Advisory first reported a position in NU in Q1 2025 and held it in 1 quarter. The position peaked at $512 in Q1 2025. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • American Capital Advisory reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • American Capital Advisory sold 50 Nu Holdings shares in Q2 2025, an estimated $512.
  • American Capital Advisory first reported a position in Nu Holdings in Q1 2025 and held it in 1 quarter.
  • American Capital Advisory's Nu Holdings position peaked at $512 in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on American Capital Advisory's 13F filing for Q2 2025, filed 5 Aug 2025.