North Capital’s Nu Holdings NU Stock Holding History

North 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 Q4	–	Sell	-15	Closed	-$240	–	491
2025 Q3	$240	Buy	15 +1	+7%	+$14	﹤0.01%	650
2025 Q2	$192	Hold	14	–	–	﹤0.01%	593
2025 Q1	$143	Buy	+14	New	+$165	﹤0.01%	605

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 $3.37T AUM 44.26% 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

North Capital's NU Position: Q4 2025 in Review

North Capital sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 15 shares — an estimated $240 sold.

North Capital first reported a position in NU in Q1 2025 and held it in 3 quarters. The position peaked at $240 in Q3 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

North Capital reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
North Capital sold 15 Nu Holdings shares in Q4 2025, an estimated $240.
North Capital first reported a position in Nu Holdings in Q1 2025 and held it in 3 quarters.
North Capital's Nu Holdings position peaked at $240 in Q3 2025.
874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.