Concord Wealth Partners’s Nebius Group N.V. NBIS Stock Holding History

Concord Wealth Partners’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 Q2	$14.4K	Buy	+52	New	+$10.3K	﹤0.01%	526
2026 Q1	–	Sell	-112	Closed	-$9.38K	–	825
2025 Q4	$9.38K	Hold	112	–	–	﹤0.01%	549
2025 Q3	$12.6K	Buy	112 +78	+229%	+$5.42K	﹤0.01%	511
2025 Q2	$1.88K	Hold	34	–	–	﹤0.01%	723
2025 Q1	$718	Hold	34	–	–	﹤0.01%	744
2024 Q4	$942	Buy	+34	New	+$829	﹤0.01%	802
2023 Q2	–	Sell	-13	Closed	-$161	–	1072
2023 Q1	$161	Sell	13 -21	-62%	-$260	﹤0.01%	965
2022 Q4	$893	Buy	+34	New	+$893	﹤0.01%	1083
2022 Q3	–	Sell	-40	Closed	-$1K	–	1214
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	1216
2022 Q1	$1K	Sell	40 -18	-31%	-$855	﹤0.01%	1265
2021 Q4	$4K	Buy	+58	New	+$4.27K	﹤0.01%	1020
2021 Q3	–	Sell	-830	Closed	-$59K	–	1056
2021 Q2	$59K	Buy	830 +167	+25%	+$11K	0.02%	327
2021 Q1	$42K	Buy	663 +653	+6,530%	+$43.7K	0.01%	366
2020 Q4	$1K	Buy	+10	New	+$639	﹤0.01%	667

Other funds holding NBIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

OAG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

VARA

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

FAM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Concord Wealth Partners's NBIS Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Nebius Group N.V. (NBIS) in Q2 2026: 52 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NBIS as recently as Q4 2025.

Concord Wealth Partners first reported a position in NBIS in Q4 2020 and has held it in 14 quarters since. The position peaked at $59K in Q2 2021. 1,059 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Concord Wealth Partners held 52 shares of Nebius Group N.V. worth $14.4K as of Q2 2026.
Nebius Group N.V. was a new Concord Wealth Partners position in Q2 2026.
Nebius Group N.V. made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #526 holding.
Concord Wealth Partners first reported a position in Nebius Group N.V. in Q4 2020 and has held it in 14 quarters since.
Concord Wealth Partners's Nebius Group N.V. position peaked at $59K in Q2 2021.
1,059 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.