Avantax Advisory Services’s Nebius Group N.V. NBIS Stock Holding History

Avantax Advisory Services’s Portfolio NBIS Stock Details NBIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$327K	Buy	+5,914	New	+$204K	﹤0.01%	1842
2021 Q2	–	Sell	-3,121	Closed	-$200K	–	1165
2021 Q1	$200K	Buy	+3,121	New	+$209K	﹤0.01%	966

Other funds holding NBIS

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

AL4A

Accel Leaders 4 Associates Palo Alto, California $1.01B AUM 399.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

VARA

Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

Avantax Advisory Services's NBIS Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Nebius Group N.V. (NBIS) in Q2 2025: 5,914 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #1842 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in NBIS as recently as Q1 2021.

Avantax Advisory Services first reported a position in NBIS in Q1 2021 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold NBIS as of Q2 2025.

Avantax Advisory Services held 5,914 shares of Nebius Group N.V. worth $327K as of Q2 2025.
Nebius Group N.V. was a new Avantax Advisory Services position in Q2 2025.
Nebius Group N.V. made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1842 holding.
Avantax Advisory Services first reported a position in Nebius Group N.V. in Q1 2021 and has held it in 2 quarters since.
408 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.