Saranac Partners’s Nu Holdings NU Stock Holding History

Saranac 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
2025 Q4	–	Sell	-7,330	Closed	-$117K	–	122
2025 Q3	$117K	Buy	+7,330	New	+$102K	0.02%	238

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 $1.66T AUM 25.57% 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 $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Saranac Partners's NU Position: Q4 2025 in Review

Saranac Partners sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 7,330 shares — an estimated $117K sold.

Saranac Partners first reported a position in NU in Q3 2025 and held it in 1 quarter. The position peaked at $117K in Q3 2025. 872 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Saranac Partners reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Saranac Partners sold 7,330 Nu Holdings shares in Q4 2025, an estimated $117K.
Saranac Partners first reported a position in Nu Holdings in Q3 2025 and held it in 1 quarter.
Saranac Partners's Nu Holdings position peaked at $117K in Q3 2025.
872 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Saranac Partners's 13F filing for Q4 2025, filed 6 Feb 2026.