Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.31K Sell
1,544
-97
-6% -$490 ﹤0.01% 1560
2025
Q4
$8.37K Hold
1,641
﹤0.01% 1604
2025
Q3
$12.5K Hold
1,641
﹤0.01% 1448
2025
Q2
$5.63K Sell
1,641
-14
-0.8% -$52 ﹤0.01% 1639
2025
Q1
$6.31K Hold
1,655
﹤0.01% 1553
2024
Q4
$7.22K Buy
1,655
+669
+68% +$3.4K ﹤0.01% 1396
2024
Q3
$6.59K Buy
986
+26
+3% +$119 ﹤0.01% 1526
2024
Q2
$3.99K Sell
960
-970
-50% -$4.59K ﹤0.01% 1502
2024
Q1
$8.69K Buy
1,930
+196
+11% +$1.18K ﹤0.01% 1328
2023
Q4
$15.7K Buy
1,734
+34
+2% +$270 ﹤0.01% 1172
2023
Q3
$15.4K Buy
1,700
+1,000
+143% +$11.1K ﹤0.01% 1121
2023
Q2
$6.78K Hold
700
﹤0.01% 1427
2023
Q1
$7.36K Hold
700
﹤0.01% 1386
2022
Q4
$6.83K Buy
700
+600
+600% +$6.91K ﹤0.01% 1393
2022
Q3
$2K Hold
100
﹤0.01% 1684
2022
Q2
$2K Sell
100
-25
-20% -$459 ﹤0.01% 1708
2022
Q1
$3K Sell
125
-3,081
-96% -$72.6K ﹤0.01% 1733
2021
Q4
$102K Buy
3,206
+13
+0.4% +$478 0.01% 804
2021
Q3
$114K Hold
3,193
0.01% 744
2021
Q2
$170K Buy
3,193
+602
+23% +$24.1K 0.01% 633
2021
Q1
$101K Buy
2,591
+591
+30% +$30.1K 0.01% 746
2020
Q4
$97K Sell
2,000
-242
-11% -$9.36K 0.01% 704
2020
Q3
$48K Buy
2,242
+925
+70% +$14.2K ﹤0.01% 857
2020
Q2
$10K Buy
1,317
+1,000
+315% +$4.39K ﹤0.01% 1306
2020
Q1
$1K Hold
317
﹤0.01% 1690
2019
Q4
$1K Sell
317
-37,378
-99% -$75.2K ﹤0.01% 1763
2019
Q3
$59K Buy
37,695
+19,195
+104% +$58.7K 0.01% 842
2019
Q2
$47K Buy
18,500
+13,500
+270% +$54.2K 0.01% 825
2019
Q1
$26K Buy
+5,000
New +$35.4K ﹤0.01% 926

Other funds holding NIO

Advisornet Financial's NIO Position: Q1 2026 in Review

Advisornet Financial reduced its NIO (NIO) stake by 5.9% in Q1 2026, selling an estimated $490 and leaving 1,544 shares worth $9.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Advisornet Financial first reported a position in NIO in Q1 2019 and has held it in 29 quarters since. The position peaked at $170K in Q2 2021. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Advisornet Financial held 1,544 shares of NIO worth $9.31K as of Q1 2026.
  • Advisornet Financial sold 97 NIO shares in Q1 2026, an estimated $490.
  • NIO made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1560 holding.
  • Advisornet Financial first reported a position in NIO in Q1 2019 and has held it in 29 quarters since.
  • Advisornet Financial's NIO position peaked at $170K in Q2 2021.
  • 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.