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ORG Partners’s Nu Holdings NU Stock Holding History

ORG Partners’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 		$3.18K Hold
190
– – ﹤0.01% 1352
2025
Q3 		$3.04K Sell
190
-2,135
-92% -$29.8K ﹤0.01% 1240
2025
Q2 		$31.7K Buy
2,325
+1,920
+474% +$23K 0.01% 651
2025
Q1 		$4.22K Buy
+405
New +$4.79K ﹤0.01% 962
2024
Q3 		– Sell
-4,366
Closed -$54K – 1307
2024
Q2 		$54K Buy
+4,366
New +$50.8K 0.01% 764

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ORG Partners's NU Position: Q4 2025 in Review

ORG Partners held its Nu Holdings (NU) position steady in Q4 2025 at 190 shares worth $3.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

ORG Partners first reported a position in NU in Q2 2024 and has held it in 5 quarters since. The position peaked at $54K in Q2 2024. 870 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • ORG Partners held 190 shares of Nu Holdings worth $3.18K as of Q4 2025.
  • ORG Partners left its Nu Holdings share count unchanged in Q4 2025.
  • Nu Holdings made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1352 holding.
  • ORG Partners first reported a position in Nu Holdings in Q2 2024 and has held it in 5 quarters since.
  • ORG Partners's Nu Holdings position peaked at $54K in Q2 2024.
  • 870 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.