United Capital Financial Advisors’s Nebius Group N.V. NBIS Stock Holding History

United Capital Financial 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	$630K	Buy	+2,280	New	+$452K	﹤0.01%	1005
2021 Q1	–	Sell	-22,921	Closed	-$1.59M	–	1244
2020 Q4	$1.59M	Sell	22,921 -5,761	-20%	-$368K	0.01%	559
2020 Q3	$1.87M	Sell	28,682 -26,265	-48%	-$1.57M	0.01%	514
2020 Q2	$2.75M	Sell	54,947 -5,813	-10%	-$233K	0.02%	454
2020 Q1	$2.07M	Sell	60,760 -5,410	-8%	-$223K	0.02%	486
2019 Q4	$2.88M	Buy	66,170 +1,585	+2%	+$59.1K	0.02%	531
2019 Q3	$2.26M	Sell	64,585 -7,884	-11%	-$297K	0.02%	566
2019 Q2	$2.75M	Sell	72,469 -38	-0.1%	-$1.41K	0.02%	538
2019 Q1	$2.49M	Buy	+72,507	New	+$2.4M	0.02%	544
2016 Q1	–	Sell	-170,596	Closed	-$2.68M	–	1288
2015 Q4	$2.68M	Buy	+170,596	New	+$2.55M	0.03%	488
2014 Q3	–	Sell	-14,031	Closed	-$500K	–	1130
2014 Q2	$500K	Buy	+14,031	New	+$431K	0.01%	684

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

United Capital Financial Advisors's NBIS Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Nebius Group N.V. (NBIS) in Q2 2026: 2,280 shares worth $630K. The stake represents ﹤0.01% of the portfolio and ranks #1005 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in NBIS as recently as Q4 2020.

United Capital Financial Advisors first reported a position in NBIS in Q2 2014 and has held it in 11 quarters since. The position peaked at $2.88M in Q4 2019. 1,068 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

United Capital Financial Advisors held 2,280 shares of Nebius Group N.V. worth $630K as of Q2 2026.
Nebius Group N.V. was a new United Capital Financial Advisors position in Q2 2026.
Nebius Group N.V. made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1005 holding.
United Capital Financial Advisors first reported a position in Nebius Group N.V. in Q2 2014 and has held it in 11 quarters since.
United Capital Financial Advisors's Nebius Group N.V. position peaked at $2.88M in Q4 2019.
1,068 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.