Whittier Trust’s Nebius Group N.V. NBIS Stock Holding History

Whittier Trust’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
2025 Q3	–	Sell	-412	Closed	-$22.8K	–	1634
2025 Q2	$22.8K	Hold	412	–	–	﹤0.01%	1083
2025 Q1	$8.7K	Hold	412	–	–	﹤0.01%	1235
2024 Q4	$11.4K	Hold	412	–	–	﹤0.01%	1227
2024 Q3	$6.14K	Hold	412	–	–	﹤0.01%	1348
2024 Q2	$6.14K	Hold	412	–	–	﹤0.01%	1320
2024 Q1	$6.14K	Hold	412	–	–	﹤0.01%	1331
2023 Q4	$6.14K	Hold	412	–	–	﹤0.01%	1298
2023 Q3	$6.14K	Hold	412	–	–	﹤0.01%	1340
2023 Q2	$6.14K	Sell	412 -199	-33%	-$2.97K	﹤0.01%	1344
2023 Q1	$9.11K	Buy	611 +199	+48%	+$2.97K	﹤0.01%	1319
2022 Q4	$6.14K	Hold	412	–	–	﹤0.01%	1364
2022 Q3	$6K	Hold	412	–	–	﹤0.01%	1435
2022 Q2	$6K	Hold	412	–	–	﹤0.01%	1421
2022 Q1	$6K	Hold	412	–	–	﹤0.01%	1433
2021 Q4	$25K	Hold	412	–	–	﹤0.01%	1132
2021 Q3	$33K	Buy	412 +250	+154%	+$18.2K	﹤0.01%	1022
2021 Q2	$11K	Hold	162	–	–	﹤0.01%	1262
2021 Q1	$10K	Buy	162 +45	+38%	+$3.01K	﹤0.01%	1263
2020 Q4	$8K	Sell	117 -39	-25%	-$2.49K	﹤0.01%	1187
2020 Q3	$10K	Buy	156 +39	+33%	+$2.32K	﹤0.01%	1139
2020 Q2	$6K	Hold	117	–	–	﹤0.01%	1152
2020 Q1	$4K	Hold	117	–	–	﹤0.01%	1274
2019 Q4	$5K	Hold	117	–	–	﹤0.01%	1256
2019 Q3	$4K	Hold	117	–	–	﹤0.01%	1302
2019 Q2	$4K	Buy	+117	New	+$4.34K	﹤0.01%	1183

Other funds holding NBIS

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

AL4A

Accel Leaders 4 Associates Palo Alto, California $1.01B AUM 399.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Whittier Trust's NBIS Position: Q3 2025 in Review

Whittier Trust sold out of Nebius Group N.V. (NBIS) in Q3 2025, closing a stake of 412 shares — an estimated $22.8K sold.

Whittier Trust first reported a position in NBIS in Q2 2019 and held it in 25 quarters. The position peaked at $33K in Q3 2021. 572 funds tracked by Wall St. Rank hold NBIS as of Q3 2025.

Whittier Trust reported no remaining Nebius Group N.V. position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 412 Nebius Group N.V. shares in Q3 2025, an estimated $22.8K.
Whittier Trust first reported a position in Nebius Group N.V. in Q2 2019 and held it in 25 quarters.
Whittier Trust's Nebius Group N.V. position peaked at $33K in Q3 2021.
572 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.