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 Q3	$601	Hold	175	–	–	﹤0.01%	472
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

FFA

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

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Atwood & Palmer's NIO Position: Q3 2026 in Review

Atwood & Palmer held its NIO (NIO) position steady in Q3 2026 at 175 shares worth $601. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Atwood & Palmer first reported a position in NIO in Q1 2021 and has held it in 23 quarters since. The position peaked at $9K in Q2 2021. 13 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Atwood & Palmer held 175 shares of NIO worth $601 as of Q3 2026.
Atwood & Palmer left its NIO share count unchanged in Q3 2026.
NIO made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #472 holding.
Atwood & Palmer first reported a position in NIO in Q1 2021 and has held it in 23 quarters since.
Atwood & Palmer's NIO position peaked at $9K in Q2 2021.
13 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.