GM Advisory Group’s Nu Holdings NU Stock Holding History

GM Advisory Group’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 Q2	–	Sell	-51,410	Closed	-$526K	–	300
2025 Q1	$526K	Buy	+51,410	New	+$608K	0.03%	175

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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

GM Advisory Group's NU Position: Q2 2025 in Review

GM Advisory Group sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 51,410 shares — an estimated $526K sold.

GM Advisory Group first reported a position in NU in Q1 2025 and held it in 1 quarter. The position peaked at $526K in Q1 2025. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

GM Advisory Group reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
GM Advisory Group sold 51,410 Nu Holdings shares in Q2 2025, an estimated $526K.
GM Advisory Group first reported a position in Nu Holdings in Q1 2025 and held it in 1 quarter.
GM Advisory Group's Nu Holdings position peaked at $526K in Q1 2025.
782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on GM Advisory Group's 13F filing for Q2 2025, filed 13 Aug 2025.