WhitTier Trust Company’s Nu Holdings NU Stock Holding History

WhitTier Trust Company’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	-95,879	Closed	-$1.32M	–	1424
2025 Q2	$1.32M	Buy	95,879 +27,335	+40%	+$327K	0.03%	289
2025 Q1	$702K	Buy	68,544 +15,344	+29%	+$181K	0.02%	335
2024 Q4	$551K	Buy	53,200 +12,195	+30%	+$162K	0.01%	353
2024 Q3	$560K	Buy	41,005 +6,140	+18%	+$82.6K	0.01%	344
2024 Q2	$449K	Buy	34,865 +9,588	+38%	+$112K	0.01%	360
2024 Q1	$302K	Buy	+25,277	New	+$258K	0.01%	410
2023 Q1	–	Sell	-6,347	Closed	-$25.8K	–	1201
2022 Q4	$25.8K	Buy	+6,347	New	+$27.6K	﹤0.01%	797

Other funds holding NU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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 Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

WhitTier Trust Company's NU Position: Q3 2025 in Review

WhitTier Trust Company sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 95,879 shares — an estimated $1.32M sold.

WhitTier Trust Company first reported a position in NU in Q4 2022 and held it in 7 quarters. The position peaked at $1.32M in Q2 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

WhitTier Trust Company reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
WhitTier Trust Company sold 95,879 Nu Holdings shares in Q3 2025, an estimated $1.32M.
WhitTier Trust Company first reported a position in Nu Holdings in Q4 2022 and held it in 7 quarters.
WhitTier Trust Company's Nu Holdings position peaked at $1.32M in Q2 2025.
802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.