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Glen Eagle Advisors’s Nu Holdings NU Stock Holding History

Glen Eagle 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
Q4 		– Sell
-500
Closed -$8.01K – 1114
2025
Q3 		$8.01K Buy
+500
New +$6.97K ﹤0.01% 729
2025
Q1 		– Sell
-162
Closed -$1.68K – 1105
2024
Q4 		$1.68K Hold
162
– – ﹤0.01% 893
2024
Q3 		$2.21K Hold
162
– – ﹤0.01% 893
2024
Q2 		$2.09K Sell
162
-413
-72% -$4.81K ﹤0.01% 897
2024
Q1 		$6.86K Hold
575
– – ﹤0.01% 724
2023
Q4 		$4.79K Hold
575
– – ﹤0.01% 742
2023
Q3 		$4.17K Hold
575
– – ﹤0.01% 753
2023
Q2 		$4.54K Buy
+575
New +$3.53K ﹤0.01% 748
2022
Q3 		– Sell
-575
Closed -$2.15K – 1122
2022
Q2 		$2.15K Buy
+575
New +$2.92K ﹤0.01% 822

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

Glen Eagle Advisors's NU Position: Q4 2025 in Review

Glen Eagle Advisors sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 500 shares — an estimated $8.01K sold.

Glen Eagle Advisors first reported a position in NU in Q2 2022 and held it in 9 quarters. The position peaked at $8.01K in Q3 2025. 870 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Glen Eagle Advisors reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Glen Eagle Advisors sold 500 Nu Holdings shares in Q4 2025, an estimated $8.01K.
  • Glen Eagle Advisors first reported a position in Nu Holdings in Q2 2022 and held it in 9 quarters.
  • Glen Eagle Advisors's Nu Holdings position peaked at $8.01K in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Glen Eagle Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.