IPW
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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 $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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return