SWA
NBIS

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

SOA 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 		$189K Sell
684
-66
-9% -$13.1K 0.03% 211
2026
Q1 		$77.8K Buy
750
+250
+50% +$25K 0.01% 297
2025
Q4 		$41.9K Buy
500
+50
+11% +$5.18K 0.01% 398
2025
Q3 		$50.5K Buy
450
+125
+38% +$8.68K 0.01% 376
2025
Q2 		$18K Buy
+325
New +$11.2K ﹤0.01% 519

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

SOA Wealth Advisors's NBIS Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Nebius Group N.V. (NBIS) stake by 8.8% in Q2 2026, selling an estimated $13.1K and leaving 684 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #211.

SOA Wealth Advisors first reported a position in NBIS in Q2 2025 and has held it in 5 quarters since. 1,063 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • SOA Wealth Advisors held 684 shares of Nebius Group N.V. worth $189K as of Q2 2026.
  • SOA Wealth Advisors sold 66 Nebius Group N.V. shares in Q2 2026, an estimated $13.1K.
  • Nebius Group N.V. made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • SOA Wealth Advisors first reported a position in Nebius Group N.V. in Q2 2025 and has held it in 5 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.