WT
NU icon

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 $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