Annex Advisory Services’s NIO NIO Stock Holding History

Annex Advisory Services’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 Q3	$40.1K	Buy	+11,684	New	+$50.9K	﹤0.01%	377
2025 Q3	–	Sell	-12,252	Closed	-$42K	–	334
2025 Q2	$42K	Hold	12,252	–	–	﹤0.01%	320
2025 Q1	$46.7K	Buy	+12,252	New	+$53.9K	﹤0.01%	308
2024 Q1	–	Sell	-10,086	Closed	-$91.5K	–	295
2023 Q4	$91.5K	Sell	10,086 -95	-0.9%	-$754	﹤0.01%	262
2023 Q3	$92K	Hold	10,181	–	–	0.01%	250
2023 Q2	$98.7K	Sell	10,181 -11	-0.1%	-$93	0.01%	247
2023 Q1	$107K	Buy	+10,192	New	+$104K	0.01%	239
2022 Q3	–	Sell	-9,956	Closed	-$216K	–	254
2022 Q2	$216K	Buy	+9,956	New	+$183K	0.02%	235
2022 Q1	–	Sell	-6,937	Closed	-$220K	–	261
2021 Q4	$220K	Sell	6,937 -74,088	-91%	-$2.72M	0.02%	227
2021 Q3	$2.89M	Buy	81,025 +14,515	+22%	+$596K	0.24%	72
2021 Q2	$3.54M	Buy	66,510 +40,500	+156%	+$1.62M	0.29%	57
2021 Q1	$1.01M	Buy	26,010 +20,510	+373%	+$1.05M	0.1%	110
2020 Q4	$268K	Buy	+5,500	New	+$213K	0.03%	160

Other funds holding NIO

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

DWA

Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Annex Advisory Services's NIO Position: Q3 2026 in Review

Annex Advisory Services opened a new position in NIO (NIO) in Q3 2026: 11,684 shares worth $40.1K. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in NIO as recently as Q2 2025.

Annex Advisory Services first reported a position in NIO in Q4 2020 and has held it in 13 quarters since. The position peaked at $3.54M in Q2 2021. 49 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Annex Advisory Services held 11,684 shares of NIO worth $40.1K as of Q3 2026.
NIO was a new Annex Advisory Services position in Q3 2026.
NIO made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #377 holding.
Annex Advisory Services first reported a position in NIO in Q4 2020 and has held it in 13 quarters since.
Annex Advisory Services's NIO position peaked at $3.54M in Q2 2021.
49 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.