Alliance Wealth Advisors (Pennsylvania)’s NIO NIO Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$1.01M	Hold	200,000	–	–	0.33%	45
2026 Q1	$398K	Hold	200,000	–	–	0.17%	103
2025 Q4	$302K	Hold	200,000	–	–	0.13%	124
2025 Q3	$725K	Hold	200,000	–	–	0.33%	51
2025 Q2	$143K	Hold	200,000	–	–	0.07%	145
2025 Q1	$230K	Sell	200,000 -200,000	-50%	-$880K	0.13%	131
2024 Q4	$388K	Buy	400,000 +200,000	+100%	+$1.02M	0.22%	85
2024 Q3	$76K	Hold	200,000	–	–	0.04%	139
2024 Q2	$13K	Hold	200,000	–	–	0.01%	135
2024 Q1	$42K	Hold	200,000	–	–	0.03%	134
2023 Q4	$348K	Hold	200,000	–	–	0.23%	88
2023 Q3	$414K	Hold	200,000	–	–	0.3%	64
2023 Q2	$508K	Buy	+200,000	New	+$1.69M	0.36%	57

Other funds holding NIO

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s NIO Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its NIO (NIO) position steady in Q2 2026 at 200,000 shares worth $1.01M. The position accounts for 0.33% of the portfolio, ranked #46.

Alliance Wealth Advisors (Pennsylvania) first reported a position in NIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.52M in Q3 2025. 147 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 200,000 shares of NIO worth $1.01M as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its NIO share count unchanged in Q2 2026.
NIO made up 0.33% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #46 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in NIO in Q1 2024 and has held it in 10 quarters since.
Alliance Wealth Advisors (Pennsylvania)'s NIO position peaked at $1.52M in Q3 2025.
147 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.