Kovack Advisors’s Nu Holdings NU Stock Holding History

Kovack Advisors’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 Q2	–	Sell	-10,750	Closed	-$110K	–	642
2025 Q1	$110K	Hold	10,750	–	–	0.01%	563
2024 Q4	$111K	Buy	+10,750	New	+$143K	0.01%	596
2023 Q4	–	Sell	-20,135	Closed	-$146K	–	598
2023 Q3	$146K	Sell	20,135 -2,075	-9%	-$15.5K	0.02%	514
2023 Q2	$175K	Buy	+22,210	New	+$136K	0.02%	530

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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

TCMX

Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Kovack Advisors's NU Position: Q2 2025 in Review

Kovack Advisors sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 10,750 shares — an estimated $110K sold.

Kovack Advisors first reported a position in NU in Q2 2023 and held it in 4 quarters. The position peaked at $175K in Q2 2023. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

Kovack Advisors reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
Kovack Advisors sold 10,750 Nu Holdings shares in Q2 2025, an estimated $110K.
Kovack Advisors first reported a position in Nu Holdings in Q2 2023 and held it in 4 quarters.
Kovack Advisors's Nu Holdings position peaked at $175K in Q2 2023.
782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Kovack Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.