Carson Wealth (CWM LLC)
NBIS

Carson Wealth (CWM LLC)’s Nebius Group N.V. NBIS Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$276K Buy
2,659
+31
+1% +$3.09K ﹤0.01% 2450
2025
Q4 		$220K Buy
2,628
+152
+6% +$15.8K ﹤0.01% 2495
2025
Q3 		$278K Buy
2,476
+1,255
+103% +$87.1K ﹤0.01% 2192
2025
Q2 		$68K Buy
1,221
+591
+94% +$20.3K ﹤0.01% 3034
2025
Q1 		$13K Buy
630
+462
+275% +$15.2K ﹤0.01% 3980
2024
Q4 		$5K Buy
+168
New +$4.1K ﹤0.01% 4259
2023
Q2 		– Sell
-1
Closed – – 4496
2023
Q1 		$0 Hold
1
– – ﹤0.01% 4378
2022
Q4 		$0 Hold
1
– – ﹤0.01% 4291
2022
Q3 		$0 Buy
+1
New – ﹤0.01% 4226
2022
Q2 		– Sell
-159
Closed -$2K – 4134
2022
Q1 		$2K Sell
159
-172
-52% -$8.17K ﹤0.01% 3255
2021
Q4 		$20K Buy
+331
New +$24.4K ﹤0.01% 2002
2021
Q2 		$11K Hold
159
– – ﹤0.01% 2080
2021
Q1 		$11K Hold
159
– – ﹤0.01% 2079
2020
Q4 		$11K Hold
159
– – ﹤0.01% 2078
2020
Q3 		$11K Hold
159
– – ﹤0.01% 2077
2020
Q2 		$11K Hold
159
– – ﹤0.01% 2076
2020
Q1 		$11K Hold
159
– – ﹤0.01% 2076
2019
Q4 		$11K Hold
159
– – ﹤0.01% 2076
2019
Q3 		$11K Hold
159
– – ﹤0.01% 2076
2019
Q2 		$11K Hold
159
– – ﹤0.01% 2076
2019
Q1 		$11K Buy
+159
New +$5.27K ﹤0.01% 2076
2018
Q3 		– Sell
-33
Closed -$1K – 2019
2018
Q2 		$1K Hold
33
– – ﹤0.01% 1623
2018
Q1 		$1K Buy
+33
New +$1.29K ﹤0.01% 1347

Other funds holding NBIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
VARA
Value Aligned Research Advisors Princeton, New Jersey $40.1B AUM 376.19% 1-Year Est. Return
AL4A
Accel Leaders 4 Associates Palo Alto, California $1.01B AUM 399.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NBIS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Nebius Group N.V. (NBIS) stake by 1.2% in Q1 2026, buying an estimated $3.09K and bringing the position to 2,659 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #2450.

Carson Wealth (CWM LLC) first reported a position in NBIS in Q1 2018 and has held it in 23 quarters since. The position peaked at $278K in Q3 2025. 727 funds tracked by Wall St. Rank hold NBIS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,659 shares of Nebius Group N.V. worth $276K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 31 Nebius Group N.V. shares in Q1 2026, an estimated $3.09K.
  • Nebius Group N.V. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2450 holding.
  • Carson Wealth (CWM LLC) first reported a position in Nebius Group N.V. in Q1 2018 and has held it in 23 quarters since.
  • Carson Wealth (CWM LLC)'s Nebius Group N.V. position peaked at $278K in Q3 2025.
  • 727 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.