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West Oak Capital’s Nu Holdings NU Stock Holding History

West Oak Capital’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 		$88 Hold
550
– – ﹤0.01% 220
2025
Q2 		$75 Hold
550
– – ﹤0.01% 252
2025
Q1 		$56 Sell
550
-1,400
-72% -$16.5K ﹤0.01% 255
2024
Q4 		$202K Buy
+1,950
New +$25.9K 0.01% 215

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
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
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

West Oak Capital's NU Position: Q3 2025 in Review

West Oak Capital held its Nu Holdings (NU) position steady in Q3 2025 at 550 shares worth $88. The position accounts for ﹤0.01% of the portfolio, ranked #220.

West Oak Capital first reported a position in NU in Q4 2024 and has held it in 4 quarters since. The position peaked at $202K in Q4 2024. 801 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • West Oak Capital held 550 shares of Nu Holdings worth $88 as of Q3 2025.
  • West Oak Capital left its Nu Holdings share count unchanged in Q3 2025.
  • Nu Holdings made up ﹤0.01% of West Oak Capital's portfolio in Q3 2025, its #220 holding.
  • West Oak Capital first reported a position in Nu Holdings in Q4 2024 and has held it in 4 quarters since.
  • West Oak Capital's Nu Holdings position peaked at $202K in Q4 2024.
  • 801 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.