AF
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Allworth Financial’s NIO NIO Stock Holding History

Allworth Financial’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 		$54.1K Sell
10,696
-723
-6% -$4.21K ﹤0.01% 2409
2026
Q1 		$68.9K Buy
11,419
+4,861
+74% +$24.5K ﹤0.01% 2094
2025
Q4 		$33.4K Sell
6,558
-38
-0.6% -$234 ﹤0.01% 2473
2025
Q3 		$50.3K Buy
6,596
+4,269
+183% +$23K ﹤0.01% 2098
2025
Q2 		$7.98K Buy
2,327
+943
+68% +$3.51K ﹤0.01% 3005
2025
Q1 		$5.79K Sell
1,384
-1,662
-55% -$7.32K ﹤0.01% 2683
2024
Q4 		$13K Sell
3,046
-3,084
-50% -$15.7K ﹤0.01% 2332
2024
Q3 		$40.9K Buy
6,130
+810
+15% +$3.72K ﹤0.01% 1498
2024
Q2 		$23.7K Buy
5,320
+913
+21% +$4.32K ﹤0.01% 1775
2024
Q1 		$19.8K Buy
4,407
+1,485
+51% +$8.96K ﹤0.01% 1780
2023
Q4 		$26.5K Sell
2,922
-1,510
-34% -$12K ﹤0.01% 1489
2023
Q3 		$40.1K Buy
4,432
+55
+1% +$612 ﹤0.01% 1201
2023
Q2 		$42.4K Buy
4,377
+2,703
+161% +$22.9K ﹤0.01% 1172
2023
Q1 		$17.6K Sell
1,674
-366
-18% -$3.74K ﹤0.01% 1537
2022
Q4 		$19.9K Buy
2,040
+1,565
+329% +$18K ﹤0.01% 1367
2022
Q3 		$7K Sell
475
-30
-6% -$594 ﹤0.01% 1784
2022
Q2 		$11K Sell
505
-1,359
-73% -$24.9K ﹤0.01% 1536
2022
Q1 		$39K Buy
1,864
+1,402
+303% +$33K ﹤0.01% 980
2021
Q4 		$15K Sell
462
-210
-31% -$7.72K ﹤0.01% 1236
2021
Q3 		$24K Buy
672
+638
+1,876% +$26.2K ﹤0.01% 973
2021
Q2 		$2K Sell
34
-125
-79% -$5.01K ﹤0.01% 1385
2021
Q1 		$6K Sell
159
-860
-84% -$43.8K ﹤0.01% 1096
2020
Q4 		$50K Buy
+1,019
New +$39.4K ﹤0.01% 482
2019
Q3 		– Sell
-300
Closed -$1K – 993
2019
Q2 		$1K Buy
300
+200
+200% +$803 ﹤0.01% 896
2019
Q1 		$1K Buy
+100
New +$709 ﹤0.01% 910

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

Allworth Financial's NIO Position: Q2 2026 in Review

Allworth Financial reduced its NIO (NIO) stake by 6.3% in Q2 2026, selling an estimated $4.21K and leaving 10,696 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Allworth Financial first reported a position in NIO in Q1 2019 and has held it in 25 quarters since. The position peaked at $68.9K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Allworth Financial held 10,696 shares of NIO worth $54.1K as of Q2 2026.
  • Allworth Financial sold 723 NIO shares in Q2 2026, an estimated $4.21K.
  • NIO made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2409 holding.
  • Allworth Financial first reported a position in NIO in Q1 2019 and has held it in 25 quarters since.
  • Allworth Financial's NIO position peaked at $68.9K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.