Aspen Grove Capital’s Nu Holdings NU Stock Holding History

Aspen Grove Capital’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	-10,112	Closed	-$162K	–	215
2025 Q3	$162K	Sell	10,112 -399	-4%	-$5.57K	0.03%	203
2025 Q2	$144K	Buy	+10,511	New	+$126K	0.02%	231
2024 Q4	–	Sell	-11,488	Closed	-$157K	–	212
2024 Q3	$157K	Hold	11,488	–	–	0.03%	200
2024 Q2	$148K	Sell	11,488 -7,695	-40%	-$89.6K	0.03%	199
2024 Q1	$229K	Buy	+19,183	New	+$196K	0.06%	175

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

Aspen Grove Capital's NU Position: Q4 2025 in Review

Aspen Grove Capital sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 10,112 shares — an estimated $162K sold.

Aspen Grove Capital first reported a position in NU in Q1 2024 and held it in 5 quarters. The position peaked at $229K in Q1 2024. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Aspen Grove Capital reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Aspen Grove Capital sold 10,112 Nu Holdings shares in Q4 2025, an estimated $162K.
Aspen Grove Capital first reported a position in Nu Holdings in Q1 2024 and held it in 5 quarters.
Aspen Grove Capital's Nu Holdings position peaked at $229K in Q1 2024.
874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Aspen Grove Capital's 13F filing for Q4 2025, filed 17 Feb 2026.