Abound Wealth Management’s NIO NIO Stock Holding History

Abound 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
2026 Q2	$102	Sell	20 -103	-84%	-$600	﹤0.01%	1278
2026 Q1	$742	Buy	123 +98	+392%	+$495	﹤0.01%	1015
2025 Q4	$128	Hold	25	–	–	﹤0.01%	1338
2025 Q3	$191	Hold	25	–	–	﹤0.01%	1136
2025 Q2	$86	Hold	25	–	–	﹤0.01%	1271
2025 Q1	$96	Sell	25 -3	-11%	-$13	﹤0.01%	1238
2024 Q4	$123	Buy	+28	New	+$142	﹤0.01%	1194
2024 Q3	–	Sell	-49	Closed	-$204	–	1325
2024 Q2	$204	Buy	49 +18	+58%	+$85	﹤0.01%	1103
2024 Q1	$140	Hold	31	–	–	﹤0.01%	1261
2023 Q4	$282	Hold	31	–	–	﹤0.01%	1188
2023 Q3	$281	Hold	31	–	–	﹤0.01%	1033
2023 Q2	$301	Buy	+31	New	+$262	﹤0.01%	1043

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

Abound Wealth Management's NIO Position: Q2 2026 in Review

Abound Wealth Management reduced its NIO (NIO) stake by 84% in Q2 2026, selling an estimated $600 and leaving 20 shares worth $102. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Abound Wealth Management first reported a position in NIO in Q2 2023 and has held it in 12 quarters since. The position peaked at $742 in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Abound Wealth Management held 20 shares of NIO worth $102 as of Q2 2026.
Abound Wealth Management sold 103 NIO shares in Q2 2026, an estimated $600.
NIO made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1278 holding.
Abound Wealth Management first reported a position in NIO in Q2 2023 and has held it in 12 quarters since.
Abound Wealth Management's NIO position peaked at $742 in Q1 2026.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.