PharVision Advisers’s Nu Holdings NU Stock Holding History

PharVision Advisers’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	-10,234	Closed	-$164K	–	907
2025 Q3	$164K	Sell	10,234 -6,837	-40%	-$95.4K	0.09%	555
2025 Q2	$234K	Buy	17,071 +4,494	+36%	+$53.8K	0.34%	158
2025 Q1	$129K	Sell	12,577 -25,940	-67%	-$307K	0.18%	237
2024 Q4	$399K	Buy	+38,517	New	+$512K	0.34%	80

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

PharVision Advisers's NU Position: Q4 2025 in Review

PharVision Advisers sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 10,234 shares — an estimated $164K sold.

PharVision Advisers first reported a position in NU in Q4 2024 and held it in 4 quarters. The position peaked at $399K in Q4 2024. 873 funds tracked by Wall St. Rank hold NU as of Q4 2025.

PharVision Advisers reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 10,234 Nu Holdings shares in Q4 2025, an estimated $164K.
PharVision Advisers first reported a position in Nu Holdings in Q4 2024 and held it in 4 quarters.
PharVision Advisers's Nu Holdings position peaked at $399K in Q4 2024.
873 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.