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Marcum Wealth’s Nu Holdings NU Stock Holding History

Marcum 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
Q1 		$370K Sell
36,128
-264
-0.7% -$3.12K 0.03% 244
2024
Q4 		$377K Sell
36,392
-829
-2% -$11K 0.03% 240
2024
Q3 		$508K Buy
37,221
+903
+2% +$12.1K 0.05% 193
2024
Q2 		$468K Buy
36,318
+33
+0.1% +$384 0.05% 206
2024
Q1 		$433K Sell
36,285
-36
-0.1% -$368 0.04% 211
2023
Q4 		$303K Buy
36,321
+800
+2% +$6.46K 0.03% 253
2023
Q3 		$258K Buy
+35,521
New +$266K 0.03% 273

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

Marcum Wealth's NU Position: Q1 2025 in Review

Marcum Wealth reduced its Nu Holdings (NU) stake by 0.73% in Q1 2025, selling an estimated $3.12K and leaving 36,128 shares worth $370K. The position accounts for 0.03% of the portfolio, ranked #244.

Marcum Wealth first reported a position in NU in Q3 2023 and has held it in 7 quarters since. The position peaked at $508K in Q3 2024. 733 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Marcum Wealth held 36,128 shares of Nu Holdings worth $370K as of Q1 2025.
  • Marcum Wealth sold 264 Nu Holdings shares in Q1 2025, an estimated $3.12K.
  • Nu Holdings made up 0.03% of Marcum Wealth's portfolio in Q1 2025, its #244 holding.
  • Marcum Wealth first reported a position in Nu Holdings in Q3 2023 and has held it in 7 quarters since.
  • Marcum Wealth's Nu Holdings position peaked at $508K in Q3 2024.
  • 733 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.