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Stratos Wealth Partners’s Nu Holdings NU Stock Holding History

Stratos Wealth 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
Q1 		– Sell
-12,485
Closed -$129K – 1472
2024
Q4 		$129K Sell
12,485
-465
-4% -$6.18K ﹤0.01% 1385
2024
Q3 		$177K Buy
12,950
+465
+4% +$6.26K ﹤0.01% 1355
2024
Q2 		$161K Buy
+12,485
New +$145K ﹤0.01% 1293

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stratos Wealth Partners's NU Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 12,485 shares — an estimated $129K sold.

Stratos Wealth Partners first reported a position in NU in Q2 2024 and held it in 3 quarters. The position peaked at $177K in Q3 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,485 Nu Holdings shares in Q1 2025, an estimated $129K.
  • Stratos Wealth Partners first reported a position in Nu Holdings in Q2 2024 and held it in 3 quarters.
  • Stratos Wealth Partners's Nu Holdings position peaked at $177K in Q3 2024.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.