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Ridgewood Investments’s Nu Holdings NU Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-8,764
Closed -$120K – 524
2025
Q2 		$120K Hold
8,764
– – 0.05% 241
2025
Q1 		$89.7K Hold
8,764
– – 0.04% 253
2024
Q4 		$90.8K Hold
8,764
– – 0.04% 247
2024
Q3 		$120K Sell
8,764
-360
-4% -$4.84K 0.06% 222
2024
Q2 		$118K Buy
+9,124
New +$106K 0.06% 227
2023
Q3 		– Sell
-5,715
Closed -$45.1K – 563
2023
Q2 		$45.1K Hold
5,715
– – 0.03% 339
2023
Q1 		$27.2K Buy
+5,715
New +$25.5K 0.02% 422

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Ridgewood Investments's NU Position: Q3 2025 in Review

Ridgewood Investments sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 8,764 shares — an estimated $120K sold.

Ridgewood Investments first reported a position in NU in Q1 2023 and held it in 7 quarters. The position peaked at $120K in Q2 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Ridgewood Investments reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 8,764 Nu Holdings shares in Q3 2025, an estimated $120K.
  • Ridgewood Investments first reported a position in Nu Holdings in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Nu Holdings position peaked at $120K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.