AGC
NU icon

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
BlackRock New York $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM