R Squared’s Nu Holdings NU Stock Holding History

R Squared’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	-17,758	Closed	-$284K	–	657
2025 Q3	$284K	Sell	17,758 -2,962	-14%	-$41.3K	0.12%	271
2025 Q2	$284K	Buy	+20,720	New	+$248K	0.16%	228

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

R Squared's NU Position: Q4 2025 in Review

R Squared sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 17,758 shares — an estimated $284K sold.

R Squared first reported a position in NU in Q2 2025 and held it in 2 quarters. The position peaked at $284K in Q3 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

R Squared reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
R Squared sold 17,758 Nu Holdings shares in Q4 2025, an estimated $284K.
R Squared first reported a position in Nu Holdings in Q2 2025 and held it in 2 quarters.
R Squared's Nu Holdings position peaked at $284K in Q3 2025.
874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on R Squared's 13F filing for Q4 2025, filed 30 Jan 2026.