LWM
NBIS

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

Lodestone Wealth 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
Q2 		$115K Buy
417
+262
+169% +$51.9K 0.04% 223
2026
Q1 		$16.1K Hold
155
– – 0.01% 444
2025
Q4 		$13K Buy
+155
New +$16.1K 0.01% 466

Other funds holding NBIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SA
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

Lodestone Wealth Management's NBIS Position: Q2 2026 in Review

Lodestone Wealth Management increased its Nebius Group N.V. (NBIS) stake by 169% in Q2 2026, buying an estimated $51.9K and bringing the position to 417 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #223.

Lodestone Wealth Management first reported a position in NBIS in Q4 2025 and has held it in 3 quarters since. 1,059 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • Lodestone Wealth Management held 417 shares of Nebius Group N.V. worth $115K as of Q2 2026.
  • Lodestone Wealth Management bought 262 Nebius Group N.V. shares in Q2 2026, an estimated $51.9K.
  • Nebius Group N.V. made up 0.04% of Lodestone Wealth Management's portfolio in Q2 2026, its #223 holding.
  • Lodestone Wealth Management first reported a position in Nebius Group N.V. in Q4 2025 and has held it in 3 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.