IAG Wealth Partners’s Nu Holdings NU Stock Holding History

IAG Wealth Partners’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	-65	Closed	-$1.04K	–	514
2025 Q3	$1.04K	Buy	+65	New	+$907	﹤0.01%	482

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

IAG Wealth Partners's NU Position: Q4 2025 in Review

IAG Wealth Partners sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 65 shares — an estimated $1.04K sold.

IAG Wealth Partners first reported a position in NU in Q3 2025 and held it in 1 quarter. The position peaked at $1.04K in Q3 2025. 871 funds tracked by Wall St. Rank hold NU as of Q4 2025.

IAG Wealth Partners reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
IAG Wealth Partners sold 65 Nu Holdings shares in Q4 2025, an estimated $1.04K.
IAG Wealth Partners first reported a position in Nu Holdings in Q3 2025 and held it in 1 quarter.
IAG Wealth Partners's Nu Holdings position peaked at $1.04K in Q3 2025.
871 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on IAG Wealth Partners's 13F filing for Q4 2025, filed 10 Feb 2026.