Harbour Capital Advisors’s Nu Holdings NU Stock Holding History

Harbour Capital Advisors’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	–	Sell	-87,235	Closed	-$1.3M	–	319
2026 Q1	$1.3M	Sell	87,235 -360	-0.4%	-$5.83K	0.25%	88
2025 Q4	$1.49M	Sell	87,595 -4,800	-5%	-$77.1K	0.3%	78
2025 Q3	$1.4M	Sell	92,395 -1,820	-2%	-$25.4K	0.29%	83
2025 Q2	$1.27M	Sell	94,215 -855	-0.9%	-$10.2K	0.27%	91
2025 Q1	$976K	Buy	95,070 +21,745	+30%	+$257K	0.24%	102
2024 Q4	$804K	Sell	73,325 -2,875	-4%	-$38.2K	0.18%	116
2024 Q3	$1.02M	Hold	76,200	–	–	0.23%	96
2024 Q2	$942K	Sell	76,200 -850	-1%	-$9.9K	0.22%	96
2024 Q1	$914K	Hold	77,050	–	–	0.23%	100
2023 Q4	$623K	Hold	77,050	–	–	0.17%	127
2023 Q3	$559K	Buy	77,050 +13,650	+22%	+$102K	0.17%	133
2023 Q2	$505K	Buy	63,400 +28,400	+81%	+$174K	0.15%	133
2023 Q1	$167K	Buy	+35,000	New	+$156K	0.05%	255

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harbour Capital Advisors's NU Position: Q2 2026 in Review

Harbour Capital Advisors sold out of Nu Holdings (NU) in Q2 2026, closing a stake of 87,235 shares — an estimated $1.3M sold.

Harbour Capital Advisors first reported a position in NU in Q1 2023 and held it in 13 quarters. The position peaked at $1.49M in Q4 2025. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Harbour Capital Advisors reported no remaining Nu Holdings position as of Q2 2026 after selling out during the quarter.
Harbour Capital Advisors sold 87,235 Nu Holdings shares in Q2 2026, an estimated $1.3M.
Harbour Capital Advisors first reported a position in Nu Holdings in Q1 2023 and held it in 13 quarters.
Harbour Capital Advisors's Nu Holdings position peaked at $1.49M in Q4 2025.
853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Harbour Capital Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.