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Richards, Merrill & Peterson’s Nu Holdings NU Stock Holding History

Richards, Merrill & Peterson’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
-4,115
Closed -$42.1K – 380
2025
Q1 		$42.1K Buy
4,115
+1,250
+44% +$14.8K 0.02% 266
2024
Q4 		$29.7K Buy
+2,865
New +$38.1K 0.02% 298

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

Richards, Merrill & Peterson's NU Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 4,115 shares — an estimated $42.1K sold.

Richards, Merrill & Peterson first reported a position in NU in Q4 2024 and held it in 2 quarters. The position peaked at $42.1K in Q1 2025. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 4,115 Nu Holdings shares in Q2 2025, an estimated $42.1K.
  • Richards, Merrill & Peterson first reported a position in Nu Holdings in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Nu Holdings position peaked at $42.1K in Q1 2025.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.