PTP
NU icon

Platform Technology Partners’s Nu Holdings NU Stock Holding History

Platform Technology 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
2026
Q1 		$259K Hold
18,030
– – 0.05% 257
2025
Q4 		$302K Sell
18,030
-870
-5% -$14K 0.06% 202
2025
Q3 		$303K Hold
18,900
– – 0.07% 195
2025
Q2 		$259K Sell
18,900
-16,246
-46% -$195K 0.07% 206
2025
Q1 		$360K Sell
35,146
-544
-2% -$6.43K 0.1% 163
2024
Q4 		$370K Buy
35,690
+21
+0.1% +$279 0.11% 150
2024
Q3 		$487K Sell
35,669
-9,000
-20% -$121K 0.15% 125
2024
Q2 		$576K Buy
+44,669
New +$520K 0.2% 108
2023
Q4 		$280K Buy
+28,300
New +$229K 0.11% 163

Other funds holding NU

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Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return