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Wealthspire Advisors (New York)’s Nu Holdings NU Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-2,593
Closed -$41.5K – 2250
2025
Q3 		$41.5K Buy
+2,593
New +$36.2K ﹤0.01% 1318

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 $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (New York)'s NU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Nu Holdings (NU) in Q4 2025, closing a stake of 2,593 shares — an estimated $41.5K sold.

Wealthspire Advisors (New York) first reported a position in NU in Q3 2025 and held it in 1 quarter. The position peaked at $41.5K in Q3 2025. 872 funds tracked by Wall St. Rank hold NU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Nu Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,593 Nu Holdings shares in Q4 2025, an estimated $41.5K.
  • Wealthspire Advisors (New York) first reported a position in Nu Holdings in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Nu Holdings position peaked at $41.5K in Q3 2025.
  • 872 funds tracked by Wall St. Rank held Nu Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.