EI
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Ellevest Inc’s Nu Holdings NU Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-18,198
Closed -$250K – 461
2025
Q2 		$250K Sell
18,198
-17,648
-49% -$211K 0.04% 336
2025
Q1 		$367K Sell
35,846
-3,041
-8% -$35.9K 0.02% 249
2024
Q4 		$403K Sell
38,887
-1,990
-5% -$26.5K 0.02% 246
2024
Q3 		$558K Buy
40,877
+9,730
+31% +$131K 0.03% 191
2024
Q2 		$401K Buy
31,147
+565
+2% +$6.58K 0.02% 256
2024
Q1 		$365K Buy
30,582
+4,001
+15% +$40.9K 0.02% 276
2023
Q4 		$221K Buy
+26,581
New +$215K 0.02% 347

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 $3.37T AUM 44.26% 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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ellevest Inc's NU Position: Q3 2025 in Review

Ellevest Inc sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 18,198 shares — an estimated $250K sold.

Ellevest Inc first reported a position in NU in Q4 2023 and held it in 7 quarters. The position peaked at $558K in Q3 2024. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Ellevest Inc reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • Ellevest Inc sold 18,198 Nu Holdings shares in Q3 2025, an estimated $250K.
  • Ellevest Inc first reported a position in Nu Holdings in Q4 2023 and held it in 7 quarters.
  • Ellevest Inc's Nu Holdings position peaked at $558K in Q3 2024.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Ellevest Inc's 13F filing for Q3 2025, filed 14 Nov 2025.