HOWA
NBIS

Heritage Oak Wealth Advisors’s Nebius Group N.V. NBIS Stock Holding History

Heritage Oak Wealth Advisors’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 		$1.54M Buy
+5,565
New +$1.1M 0.45% 25

Other funds holding NBIS

TC
TTRF Capital Nicosia $152M AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $659M AUM 41.98% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VWS
Virtus Wealth Solutions Cranford, New Jersey $735M AUM 209.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
IHL
Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Heritage Oak Wealth Advisors's NBIS Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in Nebius Group N.V. (NBIS) in Q2 2026: 5,565 shares worth $1.54M. The stake represents 0.45% of the portfolio and ranks #25 among its holdings.

261 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • Heritage Oak Wealth Advisors held 5,565 shares of Nebius Group N.V. worth $1.54M as of Q2 2026.
  • Nebius Group N.V. was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • Nebius Group N.V. made up 0.45% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • 261 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.