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Congress Wealth Management’s Nu Holdings NU Stock Holding History

Congress 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 		$453K Buy
+33,045
New +$396K ﹤0.01% 956
2025
Q1 		– Sell
-14,688
Closed -$152K – 1105
2024
Q4 		$152K Sell
14,688
-2,430
-14% -$32.3K ﹤0.01% 864
2024
Q3 		$234K Sell
17,118
-17,075
-50% -$230K ﹤0.01% 792
2024
Q2 		$441K Sell
34,193
-916
-3% -$10.7K 0.01% 551
2024
Q1 		$419K Buy
+35,109
New +$359K 0.01% 464

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management opened a new position in Nu Holdings (NU) in Q2 2025: 33,045 shares worth $453K. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in NU as recently as Q4 2024.

Congress Wealth Management first reported a position in NU in Q1 2024 and has held it in 5 quarters since. 784 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Congress Wealth Management held 33,045 shares of Nu Holdings worth $453K as of Q2 2025.
  • Nu Holdings was a new Congress Wealth Management position in Q2 2025.
  • Nu Holdings made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #956 holding.
  • Congress Wealth Management first reported a position in Nu Holdings in Q1 2024 and has held it in 5 quarters since.
  • 784 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

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