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Orion Portfolio Solutions’s Nu Holdings NU Stock Holding History

Orion Portfolio Solutions’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 		$1.41M Buy
137,878
+2,716
+2% +$32.1K 0.01% 896
2024
Q4 		$1.4M Buy
135,162
+19,485
+17% +$259K 0.01% 880
2024
Q3 		$1.58M Buy
115,677
+4,967
+4% +$66.8K 0.02% 817
2024
Q2 		$1.43M Buy
110,710
+900
+0.8% +$10.5K 0.02% 804
2024
Q1 		$1.31M Buy
109,810
+67,815
+161% +$693K 0.01% 864
2023
Q4 		$373K Buy
41,995
+4,404
+12% +$35.6K ﹤0.01% 1321
2023
Q3 		$273K Buy
37,591
+882
+2% +$6.6K ﹤0.01% 1421
2023
Q2 		$290K Hold
36,709
– – ﹤0.01% 1409
2023
Q1 		$175K Buy
36,709
+1,709
+5% +$7.62K ﹤0.01% 1507
2022
Q4 		$142K Buy
35,000
+25,000
+250% +$109K 0.01% 785
2022
Q3 		$44K Buy
+10,000
New +$45.9K ﹤0.01% 710

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

Orion Portfolio Solutions's NU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Nu Holdings (NU) stake by 2% in Q1 2025, buying an estimated $32.1K and bringing the position to 137,878 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #896.

Orion Portfolio Solutions first reported a position in NU in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.58M in Q3 2024. 733 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Orion Portfolio Solutions held 137,878 shares of Nu Holdings worth $1.41M as of Q1 2025.
  • Orion Portfolio Solutions bought 2,716 Nu Holdings shares in Q1 2025, an estimated $32.1K.
  • Nu Holdings made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #896 holding.
  • Orion Portfolio Solutions first reported a position in Nu Holdings in Q3 2022 and has held it in 11 quarters since.
  • Orion Portfolio Solutions's Nu Holdings position peaked at $1.58M in Q3 2024.
  • 733 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.