Action Point Financial Planning’s NIO NIO Stock Holding History

Action Point Financial Planning’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	$1.69K	Buy	+333	New	+$1.94K	﹤0.01%	2314

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

Action Point Financial Planning's NIO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in NIO (NIO) in Q2 2026: 333 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings.

419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Action Point Financial Planning held 333 shares of NIO worth $1.69K as of Q2 2026.
NIO was a new Action Point Financial Planning position in Q2 2026.
NIO made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2314 holding.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.