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Carolinas Wealth Consulting’s Nu Holdings NU Stock Holding History

Carolinas Wealth Consulting’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
-160
Closed -$1.64K – 634
2025
Q1 		$1.64K Hold
160
– – ﹤0.01% 842
2024
Q4 		$1.66K Sell
160
-28
-15% -$372 ﹤0.01% 864
2024
Q3 		$2.57K Sell
188
-35
-16% -$471 ﹤0.01% 772
2024
Q2 		$2.88K Buy
223
+14
+7% +$163 ﹤0.01% 732
2024
Q1 		$2.49K Buy
+209
New +$2.13K ﹤0.01% 761

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 $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 $3.37T AUM 44.26% 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 $795M AUM 5.23% 1-Year Est. Return

Carolinas Wealth Consulting's NU Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 160 shares — an estimated $1.64K sold.

Carolinas Wealth Consulting first reported a position in NU in Q1 2024 and held it in 5 quarters. The position peaked at $2.88K in Q2 2024. 783 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 160 Nu Holdings shares in Q2 2025, an estimated $1.64K.
  • Carolinas Wealth Consulting first reported a position in Nu Holdings in Q1 2024 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Nu Holdings position peaked at $2.88K in Q2 2024.
  • 783 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.