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Continuum Advisory’s Nu Holdings NU Stock Holding History

Continuum Advisory’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
Q1 		– Sell
-43
Closed -$445 – 1853
2024
Q4 		$445 Hold
43
– – ﹤0.01% 1756
2024
Q3 		$653 Hold
43
– – ﹤0.01% 1728
2024
Q2 		$554 Hold
43
– – ﹤0.01% 1579
2024
Q1 		$507 Buy
+43
New +$439 ﹤0.01% 1606

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Continuum Advisory's NU Position: Q1 2025 in Review

Continuum Advisory sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 43 shares — an estimated $445 sold.

Continuum Advisory first reported a position in NU in Q1 2024 and held it in 4 quarters. The position peaked at $653 in Q3 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Continuum Advisory reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 43 Nu Holdings shares in Q1 2025, an estimated $445.
  • Continuum Advisory first reported a position in Nu Holdings in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Nu Holdings position peaked at $653 in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.