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Seven Mile Advisory’s Nu Holdings NU Stock Holding History

Seven Mile Advisory’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
-24,357
Closed -$390K – 300
2025
Q3 		$390K Buy
24,357
+27
+0.1% +$377 0.06% 167
2025
Q2 		$334K Sell
24,330
-221
-0.9% -$2.65K 0.2% 106
2025
Q1 		$251K Buy
24,551
+61
+0.2% +$721 0.17% 132
2024
Q4 		$254K Buy
24,490
+5,142
+27% +$68.4K 0.16% 122
2024
Q3 		$264K Buy
19,348
+48
+0.2% +$646 0.17% 116
2024
Q2 		$249K Buy
19,300
+51
+0.3% +$594 0.18% 118
2024
Q1 		$230K Buy
19,249
+7,824
+68% +$79.9K 0.17% 130
2023
Q4 		$95.2K Buy
11,425
+144
+1% +$1.16K 0.08% 145
2023
Q3 		$81.8K Buy
+11,281
New +$84.4K 0.09% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Seven Mile Advisory's NU Position: Q4 2025 in Review

Seven Mile Advisory sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 24,357 shares — an estimated $390K sold.

Seven Mile Advisory first reported a position in NU in Q3 2023 and held it in 9 quarters. The position peaked at $390K in Q3 2025. 871 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Seven Mile Advisory reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Seven Mile Advisory sold 24,357 Nu Holdings shares in Q4 2025, an estimated $390K.
  • Seven Mile Advisory first reported a position in Nu Holdings in Q3 2023 and held it in 9 quarters.
  • Seven Mile Advisory's Nu Holdings position peaked at $390K in Q3 2025.
  • 871 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.