Avestar Capital
NU icon

Avestar Capital’s Nu Holdings NU Stock Holding History

Avestar 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
2026
Q3 		$399K Sell
31,523
-52,232
-62% -$741K 0.03% 406
2026
Q2 		$1.12M Sell
83,755
-606
-0.7% -$8.17K 0.06% 222
2026
Q1 		$1.21M Buy
84,361
+119
+0.1% +$1.93K 0.08% 189
2025
Q4 		$1.41M Sell
84,242
-47,273
-36% -$760K 0.09% 170
2025
Q3 		$2.11M Buy
131,515
+24,447
+23% +$341K 0.14% 123
2025
Q2 		$1.47M Buy
107,068
+30,665
+40% +$367K 0.1% 147
2025
Q1 		$782K Buy
76,403
+22,594
+42% +$267K 0.07% 229
2024
Q4 		$557K Buy
53,809
+1,353
+3% +$18K 0.05% 267
2024
Q3 		$716K Buy
52,456
+177
+0.3% +$2.38K 0.07% 206
2024
Q2 		$674K Buy
52,279
+175
+0.3% +$2.04K 0.07% 205
2024
Q1 		$622K Buy
52,104
+112
+0.2% +$1.14K 0.07% 209
2023
Q4 		$433K Hold
51,992
– – 0.05% 216
2023
Q3 		$377K Sell
51,992
-24,700
-32% -$185K 0.05% 201
2023
Q2 		$605K Sell
76,692
-196,760
-72% -$1.21M 0.1% 130
2023
Q1 		$1.3M Buy
273,452
+89,194
+48% +$397K 0.23% 59
2022
Q4 		$750K Buy
184,258
+82,042
+80% +$357K 0.14% 99
2022
Q3 		$450K Buy
102,216
+36,156
+55% +$166K 0.11% 136
2022
Q2 		$247K Sell
66,060
-2,367
-3% -$12K 0.06% 240
2022
Q1 		$528K Buy
+68,427
New +$549K 0.08% 219

Other funds holding NU

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Coronation Fund Managers
Coronation Fund Managers Cape Town, South Africa $2.59B AUM 22% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Avestar Capital's NU Position: Q3 2026 in Review

Avestar Capital reduced its Nu Holdings (NU) stake by 62% in Q3 2026, selling an estimated $741K and leaving 31,523 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #406.

Avestar Capital first reported a position in NU in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.11M in Q3 2025. 360 funds tracked by Wall St. Rank hold NU as of Q3 2026.

  • Avestar Capital held 31,523 shares of Nu Holdings worth $399K as of Q3 2026.
  • Avestar Capital sold 52,232 Nu Holdings shares in Q3 2026, an estimated $741K.
  • Nu Holdings made up 0.03% of Avestar Capital's portfolio in Q3 2026, its #406 holding.
  • Avestar Capital first reported a position in Nu Holdings in Q1 2022 and has held it in 19 quarters since.
  • Avestar Capital's Nu Holdings position peaked at $2.11M in Q3 2025.
  • 360 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.