Aspect Partners’s NIO NIO Stock Holding History

Aspect Partners’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	$1.52K	Sell	300 -831	-73%	-$4.84K	﹤0.01%	534
2026 Q1	$6.82K	Hold	1,131	–	–	﹤0.01%	317
2025 Q4	$5.77K	Buy	1,131 +120	+12%	+$740	﹤0.01%	355
2025 Q3	$7.7K	Buy	1,011 +711	+237%	+$3.83K	﹤0.01%	349
2025 Q2	$1.03K	Hold	300	–	–	﹤0.01%	526
2025 Q1	$1.14K	Hold	300	–	–	﹤0.01%	495
2024 Q4	$1.31K	Hold	300	–	–	﹤0.01%	507
2024 Q3	$2K	Hold	300	–	–	﹤0.01%	446
2024 Q2	$1.25K	Hold	300	–	–	﹤0.01%	492
2024 Q1	$1.35K	Hold	300	–	–	﹤0.01%	473
2023 Q4	$2.72K	Buy	+300	New	+$2.38K	﹤0.01%	403

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

ANHIM

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Aspect Partners's NIO Position: Q2 2026 in Review

Aspect Partners reduced its NIO (NIO) stake by 73% in Q2 2026, selling an estimated $4.84K and leaving 300 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Aspect Partners first reported a position in NIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.7K in Q3 2025. 73 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Aspect Partners held 300 shares of NIO worth $1.52K as of Q2 2026.
Aspect Partners sold 831 NIO shares in Q2 2026, an estimated $4.84K.
NIO made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #534 holding.
Aspect Partners first reported a position in NIO in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's NIO position peaked at $7.7K in Q3 2025.
73 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.