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Harbour Investments’s Nu Holdings NU Stock Holding History

Harbour Investments’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 		$191K Sell
14,296
-21,869
-60% -$295K ﹤0.01% 1625
2026
Q1 		$517K Sell
36,165
-1,300
-3% -$21.1K 0.01% 1042
2025
Q4 		$627K Buy
37,465
+13,303
+55% +$214K 0.01% 764
2025
Q3 		$387K Sell
24,162
-535
-2% -$7.46K 0.01% 916
2025
Q2 		$339K Sell
24,697
-29,508
-54% -$353K 0.01% 934
2025
Q1 		$555K Sell
54,205
-9,133
-14% -$108K 0.02% 681
2024
Q4 		$656K Buy
63,338
+4,069
+7% +$54.1K 0.02% 614
2024
Q3 		$809K Sell
59,269
-1,036
-2% -$13.9K 0.02% 518
2024
Q2 		$777K Buy
60,305
+272
+0.5% +$3.17K 0.03% 485
2024
Q1 		$716K Sell
60,033
-579
-1% -$5.91K 0.03% 485
2023
Q4 		$505K Sell
60,612
-1,273
-2% -$10.3K 0.02% 535
2023
Q3 		$449K Buy
61,885
+61
+0.1% +$456 0.02% 516
2023
Q2 		$488K Sell
61,824
-7
-0% -$43 0.02% 500
2023
Q1 		$294K Buy
61,831
+70
+0.1% +$312 0.02% 632
2022
Q4 		$251K Buy
61,761
+41,388
+203% +$180K 0.02% 666
2022
Q3 		$76K Hold
20,373
– – 0.01% 1099
2022
Q2 		$76K Buy
+20,373
New +$103K 0.01% 1099

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
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
Norges Bank Oslo, Norway $1T AUM

Harbour Investments's NU Position: Q2 2026 in Review

Harbour Investments reduced its Nu Holdings (NU) stake by 60% in Q2 2026, selling an estimated $295K and leaving 14,296 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Harbour Investments first reported a position in NU in Q2 2022 and has held it in 17 quarters since. The position peaked at $809K in Q3 2024. 853 funds tracked by Wall St. Rank hold NU as of Q2 2026.

  • Harbour Investments held 14,296 shares of Nu Holdings worth $191K as of Q2 2026.
  • Harbour Investments sold 21,869 Nu Holdings shares in Q2 2026, an estimated $295K.
  • Nu Holdings made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1625 holding.
  • Harbour Investments first reported a position in Nu Holdings in Q2 2022 and has held it in 17 quarters since.
  • Harbour Investments's Nu Holdings position peaked at $809K in Q3 2024.
  • 853 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.