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Impact Partnership Wealth’s Nu Holdings NU Stock Holding History

Impact Partnership Wealth’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 		– Sell
-56,372
Closed -$773K – 359
2025
Q2 		$773K Buy
+56,372
New +$675K 0.14% 69
2025
Q1 		– Sell
-57,691
Closed -$598K – 319
2024
Q4 		$598K Buy
57,691
+8,467
+17% +$113K 0.12% 102
2024
Q3 		$672K Sell
49,224
-8,372
-15% -$113K 0.15% 80
2024
Q2 		$742K Buy
57,596
+53,415
+1,278% +$622K 0.2% 67
2024
Q1 		$49.9K Sell
4,181
-1,135
-21% -$11.6K 0.02% 323
2023
Q4 		$44.3K Sell
5,316
-7,046
-57% -$56.9K 0.02% 345
2023
Q3 		$89.6K Buy
12,362
+1,560
+14% +$11.7K 0.03% 330
2023
Q2 		$85.2K Buy
+10,802
New +$66.4K 0.03% 205

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 $3.37T AUM 44.26% 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

Impact Partnership Wealth's NU Position: Q3 2025 in Review

Impact Partnership Wealth sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 56,372 shares — an estimated $773K sold.

Impact Partnership Wealth first reported a position in NU in Q2 2023 and held it in 8 quarters. The position peaked at $773K in Q2 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Impact Partnership Wealth reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 56,372 Nu Holdings shares in Q3 2025, an estimated $773K.
  • Impact Partnership Wealth first reported a position in Nu Holdings in Q2 2023 and held it in 8 quarters.
  • Impact Partnership Wealth's Nu Holdings position peaked at $773K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Impact Partnership Wealth's 13F filing for Q3 2025, filed 3 Nov 2025.