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Hemington Wealth Management’s Nu Holdings NU Stock Holding History

Hemington Wealth Management’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 		$5K Hold
370
– – ﹤0.01% 1134
2025
Q2 		$5K Hold
370
– – ﹤0.01% 1102
2025
Q1 		$3K Hold
370
– – ﹤0.01% 1218
2024
Q4 		$3K Hold
370
– – ﹤0.01% 1190
2024
Q3 		$5K Buy
+370
New +$4.98K ﹤0.01% 953

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Hemington Wealth Management's NU Position: Q3 2025 in Review

Hemington Wealth Management held its Nu Holdings (NU) position steady in Q3 2025 at 370 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Hemington Wealth Management first reported a position in NU in Q3 2024 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Hemington Wealth Management held 370 shares of Nu Holdings worth $5K as of Q3 2025.
  • Hemington Wealth Management left its Nu Holdings share count unchanged in Q3 2025.
  • Nu Holdings made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1134 holding.
  • Hemington Wealth Management first reported a position in Nu Holdings in Q3 2024 and has held it in 5 quarters since.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.