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Guggenheim Capital’s Nu Holdings NU Stock Holding History

Guggenheim Capital’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
-102,739
Closed -$1.05M – 1639
2025
Q1 		$1.05M Buy
102,739
+47,545
+86% +$562K 0.01% 860
2024
Q4 		$572K Buy
55,194
+26,886
+95% +$358K ﹤0.01% 1211
2024
Q3 		$386K Sell
28,308
-33,908
-55% -$456K ﹤0.01% 1504
2024
Q2 		$802K Sell
62,216
-18,101
-23% -$211K 0.01% 1220
2024
Q1 		$958K Buy
80,317
+38,245
+91% +$391K 0.01% 1205
2023
Q4 		$350K Buy
42,072
+8,181
+24% +$66.1K ﹤0.01% 1605
2023
Q3 		$246K Sell
33,891
-2,905
-8% -$21.7K ﹤0.01% 1697
2023
Q2 		$290K Sell
36,796
-1,803
-5% -$11.1K ﹤0.01% 1672
2023
Q1 		$184K Buy
+38,599
New +$172K ﹤0.01% 1820

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

Guggenheim Capital's NU Position: Q2 2025 in Review

Guggenheim Capital sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 102,739 shares — an estimated $1.05M sold.

Guggenheim Capital first reported a position in NU in Q1 2023 and held it in 9 quarters. The position peaked at $1.05M in Q1 2025. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Guggenheim Capital reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Guggenheim Capital sold 102,739 Nu Holdings shares in Q2 2025, an estimated $1.05M.
  • Guggenheim Capital first reported a position in Nu Holdings in Q1 2023 and held it in 9 quarters.
  • Guggenheim Capital's Nu Holdings position peaked at $1.05M in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Guggenheim Capital's 13F filing for Q2 2025, filed 13 Aug 2025.