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Inlight Wealth Management’s Nu Holdings NU Stock Holding History

Inlight 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
Q4 		– Sell
-178
Closed -$2.85K – 244
2025
Q3 		$2.85K Hold
178
– – ﹤0.01% 212
2025
Q2 		$2.44K Hold
178
– – ﹤0.01% 214
2025
Q1 		$1.82K Buy
+178
New +$2.1K ﹤0.01% 241

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Inlight Wealth Management's NU Position: Q4 2025 in Review

Inlight Wealth Management sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 178 shares — an estimated $2.85K sold.

Inlight Wealth Management first reported a position in NU in Q1 2025 and held it in 3 quarters. The position peaked at $2.85K in Q3 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Inlight Wealth Management reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Inlight Wealth Management sold 178 Nu Holdings shares in Q4 2025, an estimated $2.85K.
  • Inlight Wealth Management first reported a position in Nu Holdings in Q1 2025 and held it in 3 quarters.
  • Inlight Wealth Management's Nu Holdings position peaked at $2.85K in Q3 2025.
  • 874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Inlight Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.