Atwood & Palmer’s NIO NIO Stock Holding History

Atwood & Palmer’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	$886	Sell	175 -15	-8%	-$87	﹤0.01%	459
2026 Q1	$1.15K	Buy	190 +15	+9%	+$76	﹤0.01%	468
2025 Q4	$893	Hold	175	–	–	﹤0.01%	465
2025 Q3	$1.33K	Hold	175	–	–	﹤0.01%	455
2025 Q2	$601	Hold	175	–	–	﹤0.01%	495
2025 Q1	$667	Hold	175	–	–	﹤0.01%	419
2024 Q4	$763	Hold	175	–	–	﹤0.01%	446
2024 Q3	$1.17K	Hold	175	–	–	﹤0.01%	424
2024 Q2	$728	Hold	175	–	–	﹤0.01%	419
2024 Q1	$788	Hold	175	–	–	﹤0.01%	396
2023 Q4	$1.59K	Hold	175	–	–	﹤0.01%	372
2023 Q3	$1.58K	Hold	175	–	–	﹤0.01%	373
2023 Q2	$1.7K	Hold	175	–	–	﹤0.01%	376
2023 Q1	$1.84K	Hold	175	–	–	﹤0.01%	348
2022 Q4	$1.71K	Hold	175	–	–	﹤0.01%	368
2022 Q3	$3K	Hold	175	–	–	﹤0.01%	349
2022 Q2	$4K	Hold	175	–	–	﹤0.01%	365
2022 Q1	$4K	Hold	175	–	–	﹤0.01%	405
2021 Q4	$6K	Hold	175	–	–	﹤0.01%	395
2021 Q3	$6K	Hold	175	–	–	﹤0.01%	373
2021 Q2	$9K	Hold	175	–	–	﹤0.01%	338
2021 Q1	$7K	Buy	+175	New	+$8.92K	﹤0.01%	371

Other funds holding NIO

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

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 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

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

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

Atwood & Palmer's NIO Position: Q2 2026 in Review

Atwood & Palmer reduced its NIO (NIO) stake by 7.9% in Q2 2026, selling an estimated $87 and leaving 175 shares worth $886. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Atwood & Palmer first reported a position in NIO in Q1 2021 and has held it in 22 quarters since. The position peaked at $9K in Q2 2021. 188 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Atwood & Palmer held 175 shares of NIO worth $886 as of Q2 2026.
Atwood & Palmer sold 15 NIO shares in Q2 2026, an estimated $87.
NIO made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #459 holding.
Atwood & Palmer first reported a position in NIO in Q1 2021 and has held it in 22 quarters since.
Atwood & Palmer's NIO position peaked at $9K in Q2 2021.
188 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.