180 Wealth Advisors’s NIO NIO Stock Holding History

180 Wealth Advisors’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$394K	Sell	77,784 -2,231	-3%	-$13K	0.04%	328
2026 Q1	$482K	Sell	80,015 -2,012	-2%	-$10.2K	0.05%	287
2025 Q4	$418K	Sell	82,027 -3,627	-4%	-$22.4K	0.05%	293
2025 Q3	$653K	Sell	85,654 -3,973	-4%	-$21.4K	0.08%	228
2025 Q2	$307K	Sell	89,627 -4,216	-4%	-$15.7K	0.04%	334
2025 Q1	$358K	Sell	93,843 -1,808	-2%	-$7.96K	0.06%	285
2024 Q4	$417K	Sell	95,651 -6,685	-7%	-$34K	0.07%	255
2024 Q3	$684K	Sell	102,336 -970	-0.9%	-$4.46K	0.11%	179
2024 Q2	$483K	Buy	103,306 +10,413	+11%	+$49.3K	0.08%	221
2024 Q1	$418K	Buy	92,893 +27,289	+42%	+$165K	0.08%	233
2023 Q4	$552K	Buy	65,604 +3,586	+6%	+$28.5K	0.11%	184
2023 Q3	$561K	Buy	62,018 +753	+1%	+$8.38K	0.13%	172
2023 Q2	$614K	Buy	61,265 +4,213	+7%	+$35.7K	0.13%	163
2023 Q1	$600K	Buy	57,052 +4,823	+9%	+$49.3K	0.14%	154
2022 Q4	$636K	Buy	52,229 +4,758	+10%	+$54.8K	0.15%	141
2022 Q3	$749K	Buy	47,471 +1,555	+3%	+$30.8K	0.21%	108
2022 Q2	$981K	Buy	45,916 +3,135	+7%	+$57.5K	0.25%	100
2022 Q1	$850K	Buy	42,781 +1,314	+3%	+$30.9K	0.19%	120
2021 Q4	$1.13M	Sell	41,467 -3,500	-8%	-$129K	0.25%	102
2021 Q3	$1.7M	Sell	44,967 -2,522	-5%	-$104K	0.37%	73
2021 Q2	$2.1M	Sell	47,489 -380	-0.8%	-$15.2K	0.48%	57
2021 Q1	$1.63M	Buy	47,869 +11,318	+31%	+$577K	0.4%	69
2020 Q4	$2.14M	Buy	+36,551	New	+$1.41M	0.62%	36

Other funds holding NIO

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

180 Wealth Advisors's NIO Position: Q2 2026 in Review

180 Wealth Advisors reduced its NIO (NIO) stake by 2.8% in Q2 2026, selling an estimated $13K and leaving 77,784 shares worth $394K. The position accounts for 0.04% of the portfolio, ranked #328.

180 Wealth Advisors first reported a position in NIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.14M in Q4 2020. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

180 Wealth Advisors held 77,784 shares of NIO worth $394K as of Q2 2026.
180 Wealth Advisors sold 2,231 NIO shares in Q2 2026, an estimated $13K.
NIO made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #328 holding.
180 Wealth Advisors first reported a position in NIO in Q4 2020 and has held it in 23 quarters since.
180 Wealth Advisors's NIO position peaked at $2.14M in Q4 2020.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.