Rafferty Asset Management
NU icon

Rafferty Asset Management’s Nu Holdings NU Stock Holding History

Rafferty Asset Management’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
-14,879
Closed -$238K – 1163
2025
Q3 		$238K Sell
14,879
-1,323
-8% -$18.5K ﹤0.01% 1042
2025
Q2 		$222K Buy
16,202
+4,459
+38% +$53.4K ﹤0.01% 1034
2025
Q1 		$120K Sell
11,743
-4,946
-30% -$58.5K ﹤0.01% 1042
2024
Q4 		$173K Buy
+16,689
New +$222K ﹤0.01% 1111

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Rafferty Asset Management's NU Position: Q4 2025 in Review

Rafferty Asset Management sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 14,879 shares — an estimated $238K sold.

Rafferty Asset Management first reported a position in NU in Q4 2024 and held it in 4 quarters. The position peaked at $238K in Q3 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Rafferty Asset Management reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Rafferty Asset Management sold 14,879 Nu Holdings shares in Q4 2025, an estimated $238K.
  • Rafferty Asset Management first reported a position in Nu Holdings in Q4 2024 and held it in 4 quarters.
  • Rafferty Asset Management's Nu Holdings position peaked at $238K in Q3 2025.
  • 874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Rafferty Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.