Mather Group’s Nu Holdings NU Stock Holding History

Mather Group’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	-26	Closed	-$416	–	1308
2025 Q3	$416	Buy	+26	New	+$363	﹤0.01%	1646
2025 Q2	–	Sell	-26	Closed	-$266	–	1343
2025 Q1	$266	Hold	26	–	–	﹤0.01%	1716
2024 Q4	$269	Hold	26	–	–	﹤0.01%	1686
2024 Q3	$355	Hold	26	–	–	﹤0.01%	1636
2024 Q2	$310	Hold	26	–	–	﹤0.01%	2101
2024 Q1	$217	Buy	+26	New	+$266	﹤0.01%	1713

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mather Group's NU Position: Q4 2025 in Review

Mather Group sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 26 shares — an estimated $416 sold.

Mather Group first reported a position in NU in Q1 2024 and held it in 6 quarters. The position peaked at $416 in Q3 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Mather Group reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Mather Group sold 26 Nu Holdings shares in Q4 2025, an estimated $416.
Mather Group first reported a position in Nu Holdings in Q1 2024 and held it in 6 quarters.
Mather Group's Nu Holdings position peaked at $416 in Q3 2025.
874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Mather Group's 13F filing for Q4 2025, filed 13 Jan 2026.