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Harbor Investment Advisory’s Nu Holdings NU Stock Holding History

Harbor Investment Advisory’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
2026
Q2 		$40.2K Buy
3,010
+1,220
+68% +$16.4K ﹤0.01% 798
2026
Q1 		$25.7K Buy
1,790
+130
+8% +$2.11K ﹤0.01% 736
2025
Q4 		$27.8K Hold
1,660
– – ﹤0.01% 766
2025
Q3 		$26.6K Hold
1,660
– – ﹤0.01% 751
2025
Q2 		$22.8K Buy
+1,660
New +$19.9K ﹤0.01% 767
2023
Q3 		– Sell
-4,666
Closed -$36.8K – 1291
2023
Q2 		$36.8K Sell
4,666
-251
-5% -$1.54K 0.01% 787
2023
Q1 		$23.4K Buy
+4,917
New +$21.9K ﹤0.01% 888

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Harbor Investment Advisory's NU Position: Q2 2026 in Review

Harbor Investment Advisory increased its Nu Holdings (NU) stake by 68% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,010 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Harbor Investment Advisory first reported a position in NU in Q1 2023 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Harbor Investment Advisory held 3,010 shares of Nu Holdings worth $40.2K as of Q2 2026.
  • Harbor Investment Advisory bought 1,220 Nu Holdings shares in Q2 2026, an estimated $16.4K.
  • Nu Holdings made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #798 holding.
  • Harbor Investment Advisory first reported a position in Nu Holdings in Q1 2023 and has held it in 7 quarters since.
  • 408 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.