Stephens Consulting’s Nu Holdings NU Stock Holding History

Stephens Consulting’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	$1.67K	Hold	100	–	–	﹤0.01%	362
2025 Q3	$1.6K	Buy	100 +81	+426%	+$1.13K	﹤0.01%	336
2025 Q2	$261	Buy	+19	New	+$228	﹤0.01%	1018

Other funds holding NU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $935B AUM

Stephens Consulting's NU Position: Q4 2025 in Review

Stephens Consulting held its Nu Holdings (NU) position steady in Q4 2025 at 100 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Stephens Consulting first reported a position in NU in Q2 2025 and has held it in 3 quarters since. 870 funds tracked by Wall St. Rank hold NU as of Q4 2025.

Stephens Consulting held 100 shares of Nu Holdings worth $1.67K as of Q4 2025.
Stephens Consulting left its Nu Holdings share count unchanged in Q4 2025.
Nu Holdings made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #362 holding.
Stephens Consulting first reported a position in Nu Holdings in Q2 2025 and has held it in 3 quarters since.
870 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.