Avantax Advisory Services’s Nu Holdings NU Stock Holding History

Avantax Advisory Services’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	$1.25M	Buy	91,184 +8,224	+10%	+$98.5K	0.01%	1021
2025 Q1	$850K	Buy	82,960 +7,016	+9%	+$82.9K	0.01%	1181
2024 Q4	$787K	Sell	75,944 -29,500	-28%	-$392K	﹤0.01%	1164
2024 Q3	$1.44M	Buy	105,444 +10,448	+11%	+$141K	0.01%	834
2024 Q2	$1.22M	Buy	94,996 +84,061	+769%	+$979K	0.01%	877
2024 Q1	$130K	Buy	+10,935	New	+$112K	﹤0.01%	1578

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Avantax Advisory Services's NU Position: Q2 2025 in Review

Avantax Advisory Services increased its Nu Holdings (NU) stake by 9.9% in Q2 2025, buying an estimated $98.5K and bringing the position to 91,184 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1021.

Avantax Advisory Services first reported a position in NU in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q3 2024. 783 funds tracked by Wall St. Rank hold NU as of Q2 2025.

Avantax Advisory Services held 91,184 shares of Nu Holdings worth $1.25M as of Q2 2025.
Avantax Advisory Services bought 8,224 Nu Holdings shares in Q2 2025, an estimated $98.5K.
Nu Holdings made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1021 holding.
Avantax Advisory Services first reported a position in Nu Holdings in Q1 2024 and has held it in 6 quarters since.
Avantax Advisory Services's Nu Holdings position peaked at $1.44M in Q3 2024.
783 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.