WPW
NBIS

Waldron Private Wealth’s Nebius Group N.V. NBIS Stock Holding History

Waldron Private Wealth’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 		$292K Buy
+1,058
New +$210K 0.01% 290
2020
Q2 		– Sell
-6,475
Closed -$220K – 276
2020
Q1 		$220K Buy
+6,475
New +$267K 0.02% 213

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

Waldron Private Wealth's NBIS Position: Q2 2026 in Review

Waldron Private Wealth opened a new position in Nebius Group N.V. (NBIS) in Q2 2026: 1,058 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Waldron Private Wealth previously reported a position in NBIS as recently as Q1 2020.

Waldron Private Wealth first reported a position in NBIS in Q1 2020 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

  • Waldron Private Wealth held 1,058 shares of Nebius Group N.V. worth $292K as of Q2 2026.
  • Nebius Group N.V. was a new Waldron Private Wealth position in Q2 2026.
  • Nebius Group N.V. made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #290 holding.
  • Waldron Private Wealth first reported a position in Nebius Group N.V. in Q1 2020 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.