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Advisors Asset Management’s NIO NIO Stock Holding History

Advisors Asset 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 		$782K Buy
154,554
+7,513
+5% +$43.8K 0.01% 872
2026
Q1 		$887K Buy
147,041
+5,651
+4% +$28.5K 0.01% 824
2025
Q4 		$721K Buy
141,390
+13,283
+10% +$81.9K 0.01% 869
2025
Q3 		$976K Buy
128,107
+5,833
+5% +$31.4K 0.02% 793
2025
Q2 		$419K Sell
122,274
-1,193
-1% -$4.45K 0.01% 980
2025
Q1 		$470K Buy
123,467
+34,678
+39% +$153K 0.01% 942
2024
Q4 		$387K Buy
88,789
+6,610
+8% +$33.6K 0.01% 979
2024
Q3 		$549K Buy
82,179
+34,299
+72% +$158K 0.01% 907
2024
Q2 		$199K Buy
47,880
+4,104
+9% +$19.4K ﹤0.01% 1106
2024
Q1 		$197K Buy
43,776
+1,541
+4% +$9.29K ﹤0.01% 1132
2023
Q4 		$383K Buy
42,235
+6,374
+18% +$50.6K 0.01% 972
2023
Q3 		$324K Buy
35,861
+4,134
+13% +$46K 0.01% 1016
2023
Q2 		$307K Buy
31,727
+11,486
+57% +$97.2K 0.01% 1044
2023
Q1 		$213K Sell
20,241
-2,298
-10% -$23.5K ﹤0.01% 1103
2022
Q4 		$220K Buy
22,539
+3,341
+17% +$38.5K ﹤0.01% 1114
2022
Q3 		$303K Buy
19,198
+1,916
+11% +$37.9K 0.01% 1055
2022
Q2 		$375K Buy
17,282
+534
+3% +$9.8K 0.01% 1022
2022
Q1 		$353K Buy
16,748
+6,166
+58% +$145K 0.01% 1099
2021
Q4 		$335K Buy
10,582
+9,125
+626% +$335K ﹤0.01% 1107
2021
Q3 		$52K Buy
1,457
+570
+64% +$23.4K ﹤0.01% 1365
2021
Q2 		$47K Buy
887
+472
+114% +$18.9K ﹤0.01% 1354
2021
Q1 		$16K Buy
+415
New +$21.2K ﹤0.01% 1467

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

Advisors Asset Management's NIO Position: Q2 2026 in Review

Advisors Asset Management increased its NIO (NIO) stake by 5.1% in Q2 2026, buying an estimated $43.8K and bringing the position to 154,554 shares worth $782K. The position accounts for 0.01% of the portfolio, ranked #872.

Advisors Asset Management first reported a position in NIO in Q1 2021 and has held it in 22 quarters since. The position peaked at $976K in Q3 2025. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Advisors Asset Management held 154,554 shares of NIO worth $782K as of Q2 2026.
  • Advisors Asset Management bought 7,513 NIO shares in Q2 2026, an estimated $43.8K.
  • NIO made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #872 holding.
  • Advisors Asset Management first reported a position in NIO in Q1 2021 and has held it in 22 quarters since.
  • Advisors Asset Management's NIO position peaked at $976K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.