FullCircle Wealth’s Nu Holdings NU Stock Holding History

FullCircle Wealth’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	$207K	Sell	13,100 -375	-3%	-$5.23K	0.07%	256
2025 Q2	$162K	Sell	13,475 -388	-3%	-$4.65K	0.06%	252
2025 Q1	$168K	Buy	+13,863	New	+$164K	0.07%	236

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

FullCircle Wealth's NU Position: Q3 2025 in Review

FullCircle Wealth reduced its Nu Holdings (NU) stake by 2.8% in Q3 2025, selling an estimated $5.23K and leaving 13,100 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #256.

FullCircle Wealth first reported a position in NU in Q1 2025 and has held it in 3 quarters since. 800 funds tracked by Wall St. Rank hold NU as of Q3 2025.

FullCircle Wealth held 13,100 shares of Nu Holdings worth $207K as of Q3 2025.
FullCircle Wealth sold 375 Nu Holdings shares in Q3 2025, an estimated $5.23K.
Nu Holdings made up 0.07% of FullCircle Wealth's portfolio in Q3 2025, its #256 holding.
FullCircle Wealth first reported a position in Nu Holdings in Q1 2025 and has held it in 3 quarters since.
800 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.