Aventura Private Wealth’s NIO NIO Stock Holding History

Aventura Private Wealth’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	$3.15K	Hold	623	–	–	﹤0.01%	757
2026 Q1	$3.76K	Hold	623	–	–	﹤0.01%	692
2025 Q4	$3.18K	Sell	623 -128	-17%	-$790	﹤0.01%	646
2025 Q3	$5.72K	Hold	751	–	–	﹤0.01%	572
2025 Q2	$2.58K	Buy	751 +623	+487%	+$2.32K	﹤0.01%	603
2025 Q1	$488	Sell	128 -713	-85%	-$3.14K	﹤0.01%	717
2024 Q4	$3.67K	Buy	+841	New	+$4.28K	﹤0.01%	531

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Aventura Private Wealth's NIO Position: Q2 2026 in Review

Aventura Private Wealth held its NIO (NIO) position steady in Q2 2026 at 623 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Aventura Private Wealth first reported a position in NIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.72K in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Aventura Private Wealth held 623 shares of NIO worth $3.15K as of Q2 2026.
Aventura Private Wealth left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #757 holding.
Aventura Private Wealth first reported a position in NIO in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's NIO position peaked at $5.72K in Q3 2025.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.