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Virtus ETF Advisers’s Nu Holdings NU Stock Holding History

Virtus ETF Advisers’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
-74,332
Closed -$770K – 665
2024
Q4 		$770K Buy
74,332
+2,987
+4% +$39.7K 0.31% 163
2024
Q3 		$974K Sell
71,345
-6,855
-9% -$92.2K 0.46% 55
2024
Q2 		$1.01M Sell
78,200
-6,446
-8% -$75.1K 0.49% 28
2024
Q1 		$1.01M Buy
84,646
+13,022
+18% +$133K 0.54% 9
2023
Q4 		$597K Buy
+71,624
New +$579K 0.38% 110

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

Virtus ETF Advisers's NU Position: Q1 2025 in Review

Virtus ETF Advisers sold out of Nu Holdings (NU) in Q1 2025, closing a stake of 74,332 shares — an estimated $770K sold.

Virtus ETF Advisers first reported a position in NU in Q4 2023 and held it in 5 quarters. The position peaked at $1.01M in Q1 2024. 732 funds tracked by Wall St. Rank hold NU as of Q1 2025.

  • Virtus ETF Advisers reported no remaining Nu Holdings position as of Q1 2025 after selling out during the quarter.
  • Virtus ETF Advisers sold 74,332 Nu Holdings shares in Q1 2025, an estimated $770K.
  • Virtus ETF Advisers first reported a position in Nu Holdings in Q4 2023 and held it in 5 quarters.
  • Virtus ETF Advisers's Nu Holdings position peaked at $1.01M in Q1 2024.
  • 732 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2025.

Based on Virtus ETF Advisers's 13F filing for Q1 2025, filed 14 May 2025.