LWAM
NBIS

Legacy Wealth Asset Management’s Nebius Group N.V. NBIS Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$1.5M Sell
6,354
-51
-0.8% -$11K 0.33% 77
2026
Q2 		$1.77M Sell
6,405
-144
-2% -$28.5K 0.39% 58
2026
Q1 		$680K Hold
6,549
– – 0.17% 207
2025
Q4 		$548K Sell
6,549
-94
-1% -$9.74K 0.13% 241
2025
Q3 		$746K Sell
6,643
-72
-1% -$5K 0.18% 177
2025
Q2 		$372K Buy
+6,715
New +$231K 0.09% 289
2022
Q1 		– Sell
-6,639
Closed -$402K – 343
2021
Q4 		$402K Buy
6,639
+3,019
+83% +$222K 0.14% 227
2021
Q3 		$288K Buy
3,620
+98
+3% +$7.14K 0.13% 242
2021
Q2 		$249K Sell
3,522
-73
-2% -$4.79K 0.11% 268
2021
Q1 		$230K Buy
3,595
+10
+0.3% +$669 0.11% 271
2020
Q4 		$249K Buy
+3,585
New +$229K 0.13% 256

Other funds holding NBIS

VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
MWM
Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Legacy Wealth Asset Management's NBIS Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Nebius Group N.V. (NBIS) stake by 0.8% in Q3 2026, selling an estimated $11K and leaving 6,354 shares worth $1.5M. The position accounts for 0.33% of the portfolio, ranked #77.

Legacy Wealth Asset Management first reported a position in NBIS in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.77M in Q2 2026. 33 funds tracked by Wall St. Rank hold NBIS as of Q3 2026.

  • Legacy Wealth Asset Management held 6,354 shares of Nebius Group N.V. worth $1.5M as of Q3 2026.
  • Legacy Wealth Asset Management sold 51 Nebius Group N.V. shares in Q3 2026, an estimated $11K.
  • Nebius Group N.V. made up 0.33% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #77 holding.
  • Legacy Wealth Asset Management first reported a position in Nebius Group N.V. in Q4 2020 and has held it in 11 quarters since.
  • Legacy Wealth Asset Management's Nebius Group N.V. position peaked at $1.77M in Q2 2026.
  • 33 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.