Wellington Shields Capital Management’s Nebius Group N.V. NBIS Stock Holding History

Wellington Shields Capital 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	$552K	Hold	2,000	–	–	0.07%	161
2026 Q1	$208K	Buy	+2,000	New	+$200K	0.03%	236
2025 Q4	–	Sell	-2,000	Closed	-$225K	–	351
2025 Q3	$225K	Buy	+2,000	New	+$139K	0.03%	232
2014 Q1	–	Sell	-25,820	Closed	-$1.11M	–	365
2013 Q4	$1.11M	Buy	+25,820	New	+$1M	0.2%	104

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

Wellington Shields Capital Management's NBIS Position: Q2 2026 in Review

Wellington Shields Capital Management held its Nebius Group N.V. (NBIS) position steady in Q2 2026 at 2,000 shares worth $552K. The position accounts for 0.07% of the portfolio, ranked #161.

Wellington Shields Capital Management first reported a position in NBIS in Q4 2013 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2013. 1,059 funds tracked by Wall St. Rank hold NBIS as of Q2 2026.

Wellington Shields Capital Management held 2,000 shares of Nebius Group N.V. worth $552K as of Q2 2026.
Wellington Shields Capital Management left its Nebius Group N.V. share count unchanged in Q2 2026.
Nebius Group N.V. made up 0.07% of Wellington Shields Capital Management's portfolio in Q2 2026, its #161 holding.
Wellington Shields Capital Management first reported a position in Nebius Group N.V. in Q4 2013 and has held it in 4 quarters since.
Wellington Shields Capital Management's Nebius Group N.V. position peaked at $1.11M in Q4 2013.
1,059 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q2 2026.

Based on Wellington Shields Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.