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Nu Hldgs Ltd Ord Shs Cl A shares owned by Heritage Wealth Management

Quarter-by-quarter ownership of Nu Hldgs Ltd Ord Shs Cl A (NU) shares owned by Heritage Wealth Management from 13F filings

Historical chart of Heritage Wealth Management investment in Nu Hldgs Ltd Ord Shs Cl A

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All positions including Nu Hldgs Ltd Ord Shs Cl A held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nu Hldgs Ltd Ord Shs Cl A by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $160k 10k 16.01
2025-06-30 $137k 10k 13.72
2025-03-31 $102k 10k 10.24
2024-12-31 $104k 10k 10.36
2024-09-30 $137k 10k 13.65

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View all positions for Heritage Wealth Management

Top funds holding Nu Hldgs Ltd Ord Shs Cl A

BlackRock
Baillie Gifford & Co
Capital Research Global Investors
Morgan Stanley
Jpmorgan Chase & Co
State Street Corporation
WCM Investment Management
FMR
Technology Crossover Management X
Sands Capital Management
Coatue Management
Goldman Sachs Group
Kontiki Capital Management
Citadel Advisors
Legal & General Group

View all funds holding Nu Hldgs Ltd Ord Shs Cl A