Axim Planning & Wealth’s NIO NIO Stock Holding History

Axim Planning & 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	$432K	Sell	85,404 -40,890	-32%	-$238K	0.6%	39
2026 Q1	$762K	Sell	126,294 -5,198	-4%	-$26.2K	0.92%	14
2025 Q4	$671K	Sell	131,492 -33,091	-20%	-$204K	0.71%	23
2025 Q3	$1.25M	Buy	164,583 +81,234	+97%	+$438K	0.99%	5
2025 Q2	$286K	Buy	83,349 +26,383	+46%	+$98.3K	0.26%	35
2025 Q1	$217K	Sell	56,966 -8,785	-13%	-$38.7K	0.19%	36
2024 Q4	$287K	Sell	65,751 -14,632	-18%	-$74.5K	0.31%	23
2024 Q3	$537K	Buy	80,383 +66,328	+472%	+$305K	0.6%	7
2024 Q2	$58.5K	Sell	14,055 -26,230	-65%	-$124K	0.07%	27
2024 Q1	$181K	Buy	40,285 +14,500	+56%	+$87.4K	0.15%	24
2023 Q4	$234K	Sell	25,785 -50,225	-66%	-$399K	0.21%	23
2023 Q3	$687K	Buy	76,010 +56,200	+284%	+$626K	0.61%	7
2023 Q2	$192K	Buy	19,810 +2,750	+16%	+$23.3K	0.17%	23
2023 Q1	$179K	Sell	17,060 -995,524	-98%	-$10.2M	0.18%	24
2022 Q4	$9.87M	Sell	1,012,584 -746,897	-42%	-$8.61M	10.15%	3
2022 Q3	$27.7M	Buy	1,759,481 +107,636	+7%	+$2.13M	27.31%	2
2022 Q2	$35.9M	Buy	+1,651,845	New	+$30.3M	27.83%	2

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

Axim Planning & Wealth's NIO Position: Q2 2026 in Review

Axim Planning & Wealth reduced its NIO (NIO) stake by 32% in Q2 2026, selling an estimated $238K and leaving 85,404 shares worth $432K. The position accounts for 0.6% of the portfolio, ranked #39.

Axim Planning & Wealth first reported a position in NIO in Q2 2022 and has held it in 17 quarters since. The position peaked at $35.9M in Q2 2022. 420 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Axim Planning & Wealth held 85,404 shares of NIO worth $432K as of Q2 2026.
Axim Planning & Wealth sold 40,890 NIO shares in Q2 2026, an estimated $238K.
NIO made up 0.6% of Axim Planning & Wealth's portfolio in Q2 2026, its #39 holding.
Axim Planning & Wealth first reported a position in NIO in Q2 2022 and has held it in 17 quarters since.
Axim Planning & Wealth's NIO position peaked at $35.9M in Q2 2022.
420 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.