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Atria Wealth Solutions’s Nu Holdings NU Stock Holding History

Atria Wealth Solutions’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 		$433K Buy
31,662
+15,801
+100% +$189K 0.01% 980
2025
Q1 		$162K Buy
+15,861
New +$187K ﹤0.01% 1751

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 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
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Atria Wealth Solutions's NU Position: Q2 2025 in Review

Atria Wealth Solutions increased its Nu Holdings (NU) stake by 100% in Q2 2025, buying an estimated $189K and bringing the position to 31,662 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #980.

Atria Wealth Solutions first reported a position in NU in Q1 2025 and has held it in 2 quarters since. 784 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Atria Wealth Solutions held 31,662 shares of Nu Holdings worth $433K as of Q2 2025.
  • Atria Wealth Solutions bought 15,801 Nu Holdings shares in Q2 2025, an estimated $189K.
  • Nu Holdings made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #980 holding.
  • Atria Wealth Solutions first reported a position in Nu Holdings in Q1 2025 and has held it in 2 quarters since.
  • 784 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.