NewSquare Capital’s Nu Holdings NU Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-288	Closed	-$3.95K	–	874
2025 Q2	$3.95K	Buy	288 +74	+35%	+$886	﹤0.01%	855
2025 Q1	$2.19K	Buy	+214	New	+$2.53K	﹤0.01%	832
2024 Q3	–	Sell	-372,660	Closed	-$4.8M	–	372
2024 Q2	$4.8M	Buy	+372,660	New	+$4.34M	0.41%	84

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

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

NewSquare Capital's NU Position: Q3 2025 in Review

NewSquare Capital sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 288 shares — an estimated $3.95K sold.

NewSquare Capital first reported a position in NU in Q2 2024 and held it in 3 quarters. The position peaked at $4.8M in Q2 2024. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

NewSquare Capital reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 288 Nu Holdings shares in Q3 2025, an estimated $3.95K.
NewSquare Capital first reported a position in Nu Holdings in Q2 2024 and held it in 3 quarters.
NewSquare Capital's Nu Holdings position peaked at $4.8M in Q2 2024.
801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.