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Asset Dedication LLC’s Nu Holdings NU Stock Holding History

Asset Dedication LLC’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
-1,992
Closed -$20.4K – 1210
2025
Q1 		$20.4K Sell
1,992
-221
-10% -$2.61K ﹤0.01% 643
2024
Q4 		$22.9K Buy
2,213
+1,056
+91% +$14K ﹤0.01% 626
2024
Q3 		$15.8K Buy
+1,157
New +$15.6K ﹤0.01% 736

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

Asset Dedication LLC's NU Position: Q2 2025 in Review

Asset Dedication LLC sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 1,992 shares — an estimated $20.4K sold.

Asset Dedication LLC first reported a position in NU in Q3 2024 and held it in 3 quarters. The position peaked at $22.9K in Q4 2024. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Asset Dedication LLC reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 1,992 Nu Holdings shares in Q2 2025, an estimated $20.4K.
  • Asset Dedication LLC first reported a position in Nu Holdings in Q3 2024 and held it in 3 quarters.
  • Asset Dedication LLC's Nu Holdings position peaked at $22.9K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Asset Dedication LLC's 13F filing for Q2 2025, filed 19 Aug 2025.