Seven Springs Wealth Group’s Nu Holdings NU Stock Holding History

Seven Springs Wealth Group’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	-4,657,043	Closed	-$74.6M	–	85
2025 Q3	$74.6M	Sell	4,657,043 -2,100,000	-31%	-$29.3M	18.03%	2
2025 Q2	$92.7M	Buy	+6,757,043	New	+$80.9M	22.95%	1

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 $1.89T AUM 35.08% 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 $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Seven Springs Wealth Group's NU Position: Q4 2025 in Review

Seven Springs Wealth Group sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 4,657,043 shares — an estimated $74.6M sold.

Seven Springs Wealth Group first reported a position in NU in Q2 2025 and held it in 2 quarters. The position peaked at $92.7M in Q2 2025. 874 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Seven Springs Wealth Group reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
Seven Springs Wealth Group sold 4,657,043 Nu Holdings shares in Q4 2025, an estimated $74.6M.
Seven Springs Wealth Group first reported a position in Nu Holdings in Q2 2025 and held it in 2 quarters.
Seven Springs Wealth Group's Nu Holdings position peaked at $92.7M in Q2 2025.
874 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Seven Springs Wealth Group's 13F filing for Q4 2025, filed 10 Feb 2026.