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Lakeshore Financial Planning’s Nu Holdings NU Stock Holding History

Lakeshore Financial Planning’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
Q1 		– Sell
-10,500
Closed -$109K – 81
2024
Q4 		$109K Buy
+10,500
New +$140K 0.05% 78

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Lakeshore Financial Planning's NU Position: Q1 2025 in Review

Lakeshore Financial Planning sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 10,500 shares — an estimated $109K sold.

Lakeshore Financial Planning first reported a position in NU in Q4 2024 and held it in 1 quarter. The position peaked at $109K in Q4 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Lakeshore Financial Planning reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Lakeshore Financial Planning sold 10,500 Nu Holdings shares in Q1 2025, an estimated $109K.
  • Lakeshore Financial Planning first reported a position in Nu Holdings in Q4 2024 and held it in 1 quarter.
  • Lakeshore Financial Planning's Nu Holdings position peaked at $109K in Q4 2024.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Lakeshore Financial Planning's 13F filing for Q1 2025, filed 15 May 2025.