Harvest Fund Management’s Nu Holdings NU Stock Holding History

Harvest Fund Management’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	$506K	Sell	37,837 -659	-2%	-$8.88K	0.02%	202
2026 Q1	$553K	Sell	38,496 -63,728	-62%	-$1.03M	0.02%	205
2025 Q4	$1.71M	Buy	102,224 +17,438	+21%	+$280K	0.06%	160
2025 Q3	$1.36M	Buy	84,786 +73,525	+653%	+$1.03M	0.06%	170
2025 Q2	$155K	Buy	11,261 +8,204	+268%	+$98.2K	0.01%	341
2025 Q1	$31K	Sell	3,057 -2,247	-42%	-$26.6K	﹤0.01%	519
2024 Q4	$55K	Sell	5,304 -37,006	-87%	-$492K	﹤0.01%	599
2024 Q3	$578K	Buy	+42,310	New	+$569K	0.03%	232
2024 Q2	–	Sell	-73,458	Closed	-$875K	–	710
2024 Q1	$875K	Buy	+73,458	New	+$750K	0.08%	161

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

Harvest Fund Management's NU Position: Q2 2026 in Review

Harvest Fund Management reduced its Nu Holdings (NU) stake by 1.7% in Q2 2026, selling an estimated $8.88K and leaving 37,837 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #202.

Harvest Fund Management first reported a position in NU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.71M in Q4 2025. 858 funds tracked by Wall St. Rank hold NU as of Q2 2026.

Harvest Fund Management held 37,837 shares of Nu Holdings worth $506K as of Q2 2026.
Harvest Fund Management sold 659 Nu Holdings shares in Q2 2026, an estimated $8.88K.
Nu Holdings made up 0.02% of Harvest Fund Management's portfolio in Q2 2026, its #202 holding.
Harvest Fund Management first reported a position in Nu Holdings in Q1 2024 and has held it in 9 quarters since.
Harvest Fund Management's Nu Holdings position peaked at $1.71M in Q4 2025.
858 funds tracked by Wall St. Rank held Nu Holdings as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.