AWA
NU icon

Arete Wealth Advisors’s Nu Holdings NU Stock Holding History

Arete Wealth Advisors’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
-72,207
Closed -$1.16M – 627
2025
Q3 		$1.16M Buy
+72,207
New +$1.01M 0.07% 255
2024
Q3 		– Sell
-14,429
Closed -$186K – 788
2024
Q2 		$186K Buy
+14,429
New +$168K 0.02% 668

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Arete Wealth Advisors's NU Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 72,207 shares — an estimated $1.16M sold.

Arete Wealth Advisors first reported a position in NU in Q2 2024 and held it in 2 quarters. The position peaked at $1.16M in Q3 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 72,207 Nu Holdings shares in Q4 2025, an estimated $1.16M.
  • Arete Wealth Advisors first reported a position in Nu Holdings in Q2 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's Nu Holdings position peaked at $1.16M in Q3 2025.
  • 874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.