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 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 $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Fund Management's NU Position: Q1 2026 in Review

Harvest Fund Management reduced its Nu Holdings (NU) stake by 62% in Q1 2026, selling an estimated $1.03M and leaving 38,496 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #205.

Harvest Fund Management first reported a position in NU in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2025. 899 funds tracked by Wall St. Rank hold NU as of Q1 2026.

Harvest Fund Management held 38,496 shares of Nu Holdings worth $553K as of Q1 2026.
Harvest Fund Management sold 63,728 Nu Holdings shares in Q1 2026, an estimated $1.03M.
Nu Holdings made up 0.02% of Harvest Fund Management's portfolio in Q1 2026, its #205 holding.
Harvest Fund Management first reported a position in Nu Holdings in Q1 2024 and has held it in 8 quarters since.
Harvest Fund Management's Nu Holdings position peaked at $1.71M in Q4 2025.
899 funds tracked by Wall St. Rank held Nu Holdings as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.