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Alan N. Hoffman Investment Management’s NIO NIO Stock Holding History

Alan N. Hoffman Investment 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 		$552K Buy
108,999
+33,291
+44% +$194K 0.33% 10
2026
Q1 		$457K Buy
75,708
+63,716
+531% +$322K 0.3% 11
2025
Q4 		$61.2K Hold
11,992
– – 0.03% 15
2025
Q3 		$91.4K Buy
+11,992
New +$64.6K 0.04% 15

Other funds holding NIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alan N. Hoffman Investment Management's NIO Position: Q2 2026 in Review

Alan N. Hoffman Investment Management increased its NIO (NIO) stake by 44% in Q2 2026, buying an estimated $194K and bringing the position to 108,999 shares worth $552K. The position accounts for 0.33% of the portfolio, ranked #10.

Alan N. Hoffman Investment Management first reported a position in NIO in Q3 2025 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Alan N. Hoffman Investment Management held 108,999 shares of NIO worth $552K as of Q2 2026.
  • Alan N. Hoffman Investment Management bought 33,291 NIO shares in Q2 2026, an estimated $194K.
  • NIO made up 0.33% of Alan N. Hoffman Investment Management's portfolio in Q2 2026, its #10 holding.
  • Alan N. Hoffman Investment Management first reported a position in NIO in Q3 2025 and has held it in 4 quarters since.
  • 147 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Alan N. Hoffman Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.