FWM
NU icon

Focused Wealth Management’s Nu Holdings NU Stock Holding History

Focused 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
Q3 		– Sell
-11,000
Closed -$151K – 228
2025
Q2 		$151K Buy
11,000
+5,500
+100% +$65.9K 0.02% 184
2025
Q1 		$56.3K Buy
+5,500
New +$65K 0.01% 194

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
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

Focused Wealth Management's NU Position: Q3 2025 in Review

Focused Wealth Management sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 5,600 shares — an estimated $76.8K sold.

Focused Wealth Management first reported a position in NU in Q1 2025 and held it in 2 quarters. The position peaked at $76.8K in Q2 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Focused Wealth Management reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • Focused Wealth Management sold 5,600 Nu Holdings shares in Q3 2025, an estimated $76.8K.
  • Focused Wealth Management first reported a position in Nu Holdings in Q1 2025 and held it in 2 quarters.
  • Focused Wealth Management's Nu Holdings position peaked at $76.8K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Focused Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.