Glass Jacobson Investment Advisors’s Nu Holdings NU Stock Holding History

Glass Jacobson Investment Advisors’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	-200	Closed	-$2.74K	–	593
2025 Q2	$2.74K	Sell	200 -1,319	-87%	-$15.8K	﹤0.01%	499
2025 Q1	$15.7K	Hold	1,519	–	–	0.01%	550
2024 Q4	$15.7K	Buy	1,519 +19	+1%	+$253	0.01%	550
2024 Q3	$20.5K	Hold	1,500	–	–	0.01%	493
2024 Q2	$19.3K	Hold	1,500	–	–	0.01%	488
2024 Q1	$17.9K	Hold	1,500	–	–	0.01%	491
2023 Q4	$12.5K	Hold	1,500	–	–	0.01%	504
2023 Q3	$10.9K	Buy	1,500 +200	+15%	+$1.5K	0.01%	493
2023 Q2	$10.3K	Buy	+1,300	New	+$7.99K	﹤0.01%	499
2022 Q4	$4.48K	Buy	+1,100	New	+$4.78K	﹤0.01%	605

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

Glass Jacobson Investment Advisors's NU Position: Q3 2025 in Review

Glass Jacobson Investment Advisors sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 200 shares — an estimated $2.74K sold.

Glass Jacobson Investment Advisors first reported a position in NU in Q4 2022 and held it in 10 quarters. The position peaked at $20.5K in Q3 2024. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

Glass Jacobson Investment Advisors reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 200 Nu Holdings shares in Q3 2025, an estimated $2.74K.
Glass Jacobson Investment Advisors first reported a position in Nu Holdings in Q4 2022 and held it in 10 quarters.
Glass Jacobson Investment Advisors's Nu Holdings position peaked at $20.5K in Q3 2024.
801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.