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Compass Wealth Management’s Nu Holdings NU Stock Holding History

Compass Wealth Management’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
-725
Closed -$7.42K – 321
2025
Q1 		$7.42K Hold
725
– – ﹤0.01% 363
2024
Q4 		$7.51K Buy
+725
New +$9.64K ﹤0.01% 353

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

Compass Wealth Management's NU Position: Q2 2025 in Review

Compass Wealth Management sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 725 shares — an estimated $7.42K sold.

Compass Wealth Management first reported a position in NU in Q4 2024 and held it in 2 quarters. The position peaked at $7.51K in Q4 2024. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Compass Wealth Management reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 725 Nu Holdings shares in Q2 2025, an estimated $7.42K.
  • Compass Wealth Management first reported a position in Nu Holdings in Q4 2024 and held it in 2 quarters.
  • Compass Wealth Management's Nu Holdings position peaked at $7.51K in Q4 2024.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.