Emerald Mutual Fund Advisers Trust’s Nu Holdings NU Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q4	–	Sell	-37,532	Closed	-$601K	–	218
2025 Q3	$601K	Buy	+37,532	New	+$524K	0.03%	164
2025 Q1	–	Sell	-17,299	Closed	-$179K	–	226
2024 Q4	$179K	Hold	17,299	–	–	0.01%	195
2024 Q3	$236K	Buy	+17,299	New	+$233K	0.01%	186

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Emerald Mutual Fund Advisers Trust's NU Position: Q4 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 37,532 shares — an estimated $601K sold.

Emerald Mutual Fund Advisers Trust first reported a position in NU in Q3 2024 and held it in 3 quarters. The position peaked at $601K in Q3 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Emerald Mutual Fund Advisers Trust reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 37,532 Nu Holdings shares in Q4 2025, an estimated $601K.
Emerald Mutual Fund Advisers Trust first reported a position in Nu Holdings in Q3 2024 and held it in 3 quarters.
Emerald Mutual Fund Advisers Trust's Nu Holdings position peaked at $601K in Q3 2025.
874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2025, filed 9 Feb 2026.