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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 		$220K Sell
435
-63,565
-99% -$370K 0.31% 80
2026
Q1 		$386K Hold
64,000
– – 0.47% 44
2025
Q4 		$326K Buy
64,000
+45,000
+237% +$278K 0.34% 46
2025
Q3 		$145K Buy
+19,000
New +$102K 0.11% 79

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
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. 421 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.
  • 421 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.