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49 Wealth Management’s NIO NIO Stock Holding History

49 Wealth Management’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
2025
Q2 		– Sell
-12,827
Closed -$48.9K – 188
2025
Q1 		$48.9K Buy
12,827
+144
+1% +$634 0.01% 184
2024
Q4 		$55.3K Buy
12,683
+227
+2% +$1.16K 0.01% 169
2024
Q3 		$83.2K Sell
12,456
-1,505
-11% -$6.92K 0.01% 171
2024
Q2 		$62K Sell
13,961
-255
-2% -$1.21K 0.01% 151
2024
Q1 		$66K Buy
+14,216
New +$85.7K 0.01% 124

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

49 Wealth Management's NIO Position: Q2 2025 in Review

49 Wealth Management sold out of NIO (NIO) in Q2 2025, closing a stake of 12,827 shares — an estimated $48.9K sold.

49 Wealth Management first reported a position in NIO in Q1 2024 and held it in 5 quarters. The position peaked at $83.2K in Q3 2024. 383 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

  • 49 Wealth Management reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
  • 49 Wealth Management sold 12,827 NIO shares in Q2 2025, an estimated $48.9K.
  • 49 Wealth Management first reported a position in NIO in Q1 2024 and held it in 5 quarters.
  • 49 Wealth Management's NIO position peaked at $83.2K in Q3 2024.
  • 383 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.