AssetMark Inc
NIO icon

AssetMark Inc’s NIO NIO Stock Holding History

AssetMark Inc’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 		$15.3K Buy
3,027
+1,380
+84% +$8.04K ﹤0.01% 2294
2026
Q1 		$9.93K Buy
1,647
+603
+58% +$3.04K ﹤0.01% 2320
2025
Q4 		$5.32K Buy
1,044
+438
+72% +$2.7K ﹤0.01% 2450
2025
Q3 		$4.62K Buy
606
+522
+621% +$2.81K ﹤0.01% 2370
2025
Q2 		$288 Sell
84
-35
-29% -$130 ﹤0.01% 2826
2025
Q1 		$453 Buy
+119
New +$524 ﹤0.01% 2436
2024
Q2 		– Sell
-4
Closed -$18 – 2189
2024
Q1 		$18 Buy
+4
New +$24 ﹤0.01% 1886
2023
Q2 		– Sell
-2
Closed -$21 – 1643
2023
Q1 		$21 Buy
+2
New +$20 ﹤0.01% 1569
2022
Q2 		– Sell
-94
Closed -$2K – 1619
2022
Q1 		$2K Buy
94
+14
+18% +$330 ﹤0.01% 1427
2021
Q4 		$3K Buy
80
+7
+10% +$257 ﹤0.01% 1326
2021
Q3 		$3K Hold
73
– – ﹤0.01% 1228
2021
Q2 		$4K Buy
73
+2
+3% +$80 ﹤0.01% 1115
2021
Q1 		$3K Buy
+71
New +$3.62K ﹤0.01% 1117

Other funds holding NIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

AssetMark Inc's NIO Position: Q2 2026 in Review

AssetMark Inc increased its NIO (NIO) stake by 84% in Q2 2026, buying an estimated $8.04K and bringing the position to 3,027 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2294.

AssetMark Inc first reported a position in NIO in Q1 2021 and has held it in 13 quarters since. 161 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • AssetMark Inc held 3,027 shares of NIO worth $15.3K as of Q2 2026.
  • AssetMark Inc bought 1,380 NIO shares in Q2 2026, an estimated $8.04K.
  • NIO made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2294 holding.
  • AssetMark Inc first reported a position in NIO in Q1 2021 and has held it in 13 quarters since.
  • 161 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.