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OneAscent Financial Services’s Nu Holdings NU Stock Holding History

OneAscent Financial Services’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
-16,294
Closed -$169K – 510
2024
Q4 		$169K Buy
16,294
+2,043
+14% +$27.2K 0.01% 461
2024
Q3 		$195K Sell
14,251
-10,047
-41% -$135K 0.14% 176
2024
Q2 		$313K Buy
24,298
+56
+0.2% +$652 0.04% 189
2024
Q1 		$289K Sell
24,242
-152
-0.6% -$1.55K 0.03% 296
2023
Q4 		$203K Sell
24,394
-12,444
-34% -$101K 0.03% 350
2023
Q3 		$267K Buy
+36,838
New +$276K 0.07% 199

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

OneAscent Financial Services's NU Position: Q1 2025 in Review

OneAscent Financial Services sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 16,294 shares — an estimated $169K sold.

OneAscent Financial Services first reported a position in NU in Q3 2023 and held it in 6 quarters. The position peaked at $313K in Q2 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • OneAscent Financial Services reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 16,294 Nu Holdings shares in Q1 2025, an estimated $169K.
  • OneAscent Financial Services first reported a position in Nu Holdings in Q3 2023 and held it in 6 quarters.
  • OneAscent Financial Services's Nu Holdings position peaked at $313K in Q2 2024.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on OneAscent Financial Services's 13F filing for Q1 2025, filed 5 May 2025.