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Good Life Advisors’s Nu Holdings NU Stock Holding History

Good Life 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
Q2 		$261K Buy
19,031
+4,756
+33% +$56.9K 0.02% 424
2025
Q1 		$146K Buy
14,275
+1,000
+8% +$11.8K 0.01% 479
2024
Q4 		$138K Buy
+13,275
New +$177K 0.01% 474

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Good Life Advisors's NU Position: Q2 2025 in Review

Good Life Advisors increased its Nu Holdings (NU) stake by 33% in Q2 2025, buying an estimated $56.9K and bringing the position to 19,031 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #424.

Good Life Advisors first reported a position in NU in Q4 2024 and has held it in 3 quarters since. 783 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Good Life Advisors held 19,031 shares of Nu Holdings worth $261K as of Q2 2025.
  • Good Life Advisors bought 4,756 Nu Holdings shares in Q2 2025, an estimated $56.9K.
  • Nu Holdings made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #424 holding.
  • Good Life Advisors first reported a position in Nu Holdings in Q4 2024 and has held it in 3 quarters since.
  • 783 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.