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

Trellis 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	$659K	Sell	2,388 -1,295	-35%	-$256K	0.23%	26
2026 Q1	$382K	Buy	3,683 +1,118	+44%	+$112K	0.15%	37
2025 Q4	$215K	Sell	2,565 -1,271	-33%	-$132K	0.08%	43
2025 Q3	$431K	Sell	3,836 -1,197	-24%	-$83.1K	0.18%	29
2025 Q2	$278K	Buy	+5,033	New	+$173K	0.12%	34

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

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

Trellis Wealth Advisors reduced its Nebius Group N.V. (NBIS) stake by 35% in Q2 2026, selling an estimated $256K and leaving 2,388 shares worth $659K. The position accounts for 0.23% of the portfolio, ranked #26.

Trellis Wealth Advisors first reported a position in NBIS in Q2 2025 and has held it in 5 quarters since. 1,060 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Trellis Wealth Advisors held 2,388 shares of Nebius Group N.V. worth $659K as of Q2 2026.
Trellis Wealth Advisors sold 1,295 Nebius Group N.V. shares in Q2 2026, an estimated $256K.
Nebius Group N.V. made up 0.23% of Trellis Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Trellis Wealth Advisors first reported a position in Nebius Group N.V. in Q2 2025 and has held it in 5 quarters since.
1,060 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.