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Activest Wealth Management’s NIO NIO Stock Holding History

Activest 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 		– Sell
-1,000
Closed -$6.03K – 1450
2026
Q1 		$6.03K Buy
+1,000
New +$5.05K ﹤0.01% 789
2025
Q4 		– Sell
-212
Closed -$1.61K – 1258
2025
Q3 		$1.61K Hold
212
– – ﹤0.01% 808
2025
Q2 		$727 Hold
212
– – ﹤0.01% 813
2025
Q1 		$808 Sell
212
-1,242
-85% -$5.47K ﹤0.01% 792
2024
Q4 		$6.34K Hold
1,454
– – ﹤0.01% 355
2024
Q3 		$9.71K Hold
1,454
– – ﹤0.01% 319
2024
Q2 		$6.05K Hold
1,454
– – ﹤0.01% 334
2024
Q1 		$6.54K Hold
1,454
– – ﹤0.01% 241
2023
Q4 		$13.2K Buy
1,454
+379
+35% +$3.01K 0.01% 178
2023
Q3 		$9.72K Buy
+1,075
New +$12K 0.01% 176
2023
Q2 		– Sell
-459
Closed -$4.8K – 376
2023
Q1 		$4.8K Sell
459
-15,297
-97% -$156K ﹤0.01% 214
2022
Q4 		$163K Sell
15,756
-300
-2% -$3.46K 0.05% 99
2022
Q3 		$261K Buy
16,056
+15,597
+3,398% +$309K 0.08% 67
2022
Q2 		$10K Sell
459
-389
-46% -$7.14K 0.01% 202
2022
Q1 		$18K Buy
848
+389
+85% +$9.16K 0.01% 170
2021
Q4 		$15K Sell
459
-1,100
-71% -$40.4K 0.01% 186
2021
Q3 		$56K Buy
1,559
+915
+142% +$37.6K 0.04% 109
2021
Q2 		$34K Sell
644
-667
-51% -$26.7K 0.03% 119
2021
Q1 		$51K Buy
+1,311
New +$66.8K 0.04% 98

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Activest Wealth Management sold out of NIO (NIO) in Q2 2026, closing a stake of 1,000 shares — an estimated $6.03K sold.

Activest Wealth Management first reported a position in NIO in Q1 2021 and held it in 19 quarters. The position peaked at $261K in Q3 2022. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Activest Wealth Management reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
  • Activest Wealth Management sold 1,000 NIO shares in Q2 2026, an estimated $6.03K.
  • Activest Wealth Management first reported a position in NIO in Q1 2021 and held it in 19 quarters.
  • Activest Wealth Management's NIO position peaked at $261K in Q3 2022.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.