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Summit Securities Group’s Nu Holdings NU Stock Holding History

Summit Securities 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
Q3 		– Sell
-18,860
Closed -$259K – 1258
2025
Q2 		$259K Buy
+18,860
New +$226K 0.05% 209
2023
Q1 		– Sell
-20,110
Closed -$82K – 1133
2022
Q4 		$82K Buy
+20,110
New +$87.4K ﹤0.01% 634

Other funds holding NU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Summit Securities Group's NU Position: Q3 2025 in Review

Summit Securities Group sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 18,860 shares — an estimated $259K sold.

Summit Securities Group first reported a position in NU in Q4 2022 and held it in 2 quarters. The position peaked at $259K in Q2 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Summit Securities Group reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 18,860 Nu Holdings shares in Q3 2025, an estimated $259K.
  • Summit Securities Group first reported a position in Nu Holdings in Q4 2022 and held it in 2 quarters.
  • Summit Securities Group's Nu Holdings position peaked at $259K in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.