EQF
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Evergreen Quality Fund’s Nu Holdings NU Stock Holding History

Evergreen Quality Fund’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
-3,423,240
Closed -$54.8M – 50
2025
Q3 		$54.8M Buy
3,423,240
+1,162,440
+51% +$16.2M 1.22% 17
2025
Q2 		$31M Buy
+2,260,800
New +$27.1M 0.96% 14

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Evergreen Quality Fund's NU Position: Q4 2025 in Review

Evergreen Quality Fund sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 3,423,240 shares — an estimated $54.8M sold.

Evergreen Quality Fund first reported a position in NU in Q2 2025 and held it in 2 quarters. The position peaked at $54.8M in Q3 2025. 870 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Evergreen Quality Fund reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Evergreen Quality Fund sold 3,423,240 Nu Holdings shares in Q4 2025, an estimated $54.8M.
  • Evergreen Quality Fund first reported a position in Nu Holdings in Q2 2025 and held it in 2 quarters.
  • Evergreen Quality Fund's Nu Holdings position peaked at $54.8M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Evergreen Quality Fund's 13F filing for Q4 2025, filed 17 Feb 2026.