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Kimelman & Baird’s Nu Holdings NU Stock Holding History

Kimelman & Baird’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
-55
Closed -$881 – 288
2025
Q3 		$881 Hold
55
– – ﹤0.01% 283
2025
Q2 		$755 Hold
55
– – ﹤0.01% 312
2025
Q1 		$564 Hold
55
– – ﹤0.01% 319
2024
Q4 		$570 Hold
55
– – ﹤0.01% 331
2024
Q3 		$751 Hold
55
– – ﹤0.01% 326
2024
Q2 		$709 Buy
+55
New +$640 ﹤0.01% 337

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kimelman & Baird's NU Position: Q4 2025 in Review

Kimelman & Baird sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 55 shares — an estimated $881 sold.

Kimelman & Baird first reported a position in NU in Q2 2024 and held it in 6 quarters. The position peaked at $881 in Q3 2025. 870 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Kimelman & Baird reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Kimelman & Baird sold 55 Nu Holdings shares in Q4 2025, an estimated $881.
  • Kimelman & Baird first reported a position in Nu Holdings in Q2 2024 and held it in 6 quarters.
  • Kimelman & Baird's Nu Holdings position peaked at $881 in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Kimelman & Baird's 13F filing for Q4 2025, filed 6 Feb 2026.