SW
NU icon

SVB Wealth’s Nu Holdings NU Stock Holding History

SVB Wealth’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
Q2 		– Sell
-178,707
Closed -$1.83M – 1227
2025
Q1 		$1.83M Buy
178,707
+1,358
+0.8% +$16K 0.08% 120
2024
Q4 		$1.84M Buy
+177,349
New +$2.36M 0.03% 235
2024
Q3 		– Sell
-173,400
Closed -$2.24M – 406
2024
Q2 		$2.24M Sell
173,400
-47,902
-22% -$558K 0.06% 220
2024
Q1 		$2.64M Buy
221,302
+40,063
+22% +$409K 0.06% 219
2023
Q4 		$1.51M Sell
181,239
-24,340
-12% -$197K 0.04% 279
2023
Q3 		$1.49M Buy
205,579
+77,932
+61% +$583K 0.03% 269
2023
Q2 		$1.01M Buy
127,647
+35,059
+38% +$215K 0.02% 343
2023
Q1 		$441K Sell
92,588
-16,334
-15% -$72.8K 0.01% 571
2022
Q4 		$443K Buy
108,922
+61,766
+131% +$268K 0.01% 598
2022
Q3 		$208K Buy
+47,156
New +$216K ﹤0.01% 839

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 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
TCMX
Technology Crossover Management X Menlo Park, California $781M AUM 18.39% 1-Year Est. Return