Harbour Investment Management’s Nu Holdings NU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,603
Closed -$119K 96
2025
Q1
$119K Sell
11,603
-855
-7% -$10.1K 0.05% 95
2024
Q4
$129K Hold
12,458
0.06% 97
2024
Q3
$170K Hold
12,458
0.08% 90
2024
Q2
$161K Sell
12,458
-895
-7% -$10.4K 0.07% 86
2024
Q1
$159K Buy
13,353
+2,265
+20% +$23.1K 0.07% 87
2023
Q4
$92.4K Buy
+11,088
New +$89.6K 0.05% 74

Other funds holding NU

Harbour Investment Management's NU Position: Q2 2025 in Review

Harbour Investment Management sold out of Nu Holdings (NU) in Q2 2025, closing a stake of 11,603 shares — an estimated $119K sold.

Harbour Investment Management first reported a position in NU in Q4 2023 and held it in 6 quarters. The position peaked at $170K in Q3 2024. 782 funds tracked by Wall St. Rank hold NU as of Q2 2025.

  • Harbour Investment Management reported no remaining Nu Holdings position as of Q2 2025 after selling out during the quarter.
  • Harbour Investment Management sold 11,603 Nu Holdings shares in Q2 2025, an estimated $119K.
  • Harbour Investment Management first reported a position in Nu Holdings in Q4 2023 and held it in 6 quarters.
  • Harbour Investment Management's Nu Holdings position peaked at $170K in Q3 2024.
  • 782 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2025.

Based on Harbour Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.