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Whittier Trust’s Nu Holdings NU Stock Holding History

Whittier Trust’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
-157,862
Closed -$2.17M – 1536
2025
Q2 		$2.17M Buy
157,862
+15,317
+11% +$183K 0.03% 285
2025
Q1 		$1.46M Buy
142,545
+21,032
+17% +$249K 0.02% 323
2024
Q4 		$1.26M Buy
121,513
+40,717
+50% +$542K 0.02% 353
2024
Q3 		$1.1M Buy
80,796
+15,178
+23% +$204K 0.01% 365
2024
Q2 		$846K Buy
65,618
+9,506
+17% +$111K 0.01% 396
2024
Q1 		$669K Buy
+56,112
New +$573K 0.01% 440

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 $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
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
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Whittier Trust's NU Position: Q3 2025 in Review

Whittier Trust sold out of Nu Holdings (NU) in Q3 2025, closing a stake of 157,862 shares — an estimated $2.17M sold.

Whittier Trust first reported a position in NU in Q1 2024 and held it in 6 quarters. The position peaked at $2.17M in Q2 2025. 802 funds tracked by Wall St. Rank hold NU as of Q3 2025.

  • Whittier Trust reported no remaining Nu Holdings position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 157,862 Nu Holdings shares in Q3 2025, an estimated $2.17M.
  • Whittier Trust first reported a position in Nu Holdings in Q1 2024 and held it in 6 quarters.
  • Whittier Trust's Nu Holdings position peaked at $2.17M in Q2 2025.
  • 802 funds tracked by Wall St. Rank held Nu Holdings as of Q3 2025.

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