SMF
NU icon

Scott Marsh Financial’s Nu Holdings NU Stock Holding History

Scott Marsh Financial’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 		$206K Buy
+15,002
New +$180K 0.08% 244

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

Scott Marsh Financial's NU Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Nu Holdings (NU) in Q2 2025: 15,002 shares worth $206K. The stake represents 0.08% of the portfolio and ranks #244 among its holdings.

782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Scott Marsh Financial held 15,002 shares of Nu Holdings worth $206K as of Q2 2025.
  • Nu Holdings was a new Scott Marsh Financial position in Q2 2025.
  • Nu Holdings made up 0.08% of Scott Marsh Financial's portfolio in Q2 2025, its #244 holding.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.