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Plante Moran Financial Advisors’s Nu Holdings NU Stock Holding History

Plante Moran Financial Advisors’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
Q2 		– Sell
-74
Closed -$758 – 830
2025
Q1 		$758 Buy
+74
New +$875 ﹤0.01% 733
2024
Q1 		– Sell
-318
Closed -$2.65K – 907
2023
Q4 		$2.65K Buy
+318
New +$2.57K ﹤0.01% 701

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return

Plante Moran Financial Advisors's NU Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 74 shares — an estimated $758 sold.

Plante Moran Financial Advisors first reported a position in NU in Q4 2023 and held it in 2 quarters. The position peaked at $2.65K in Q4 2023. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 74 Nu Holdings shares in Q2 2025, an estimated $758.
  • Plante Moran Financial Advisors first reported a position in Nu Holdings in Q4 2023 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Nu Holdings position peaked at $2.65K in Q4 2023.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.