Bartlett & Co Wealth Management’s NIO NIO Stock Holding History

Bartlett & Co Wealth Management’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	$253	Hold	50	–	–	﹤0.01%	1254
2026 Q1	$304	Hold	50	–	–	﹤0.01%	1188
2025 Q4	$255	Hold	50	–	–	﹤0.01%	1187
2025 Q3	$381	Hold	50	–	–	﹤0.01%	1146
2025 Q2	$172	Hold	50	–	–	﹤0.01%	1204
2025 Q1	$191	Hold	50	–	–	﹤0.01%	1169
2024 Q4	$218	Hold	50	–	–	﹤0.01%	1098
2024 Q3	$334	Sell	50 -15	-23%	-$69	﹤0.01%	1099
2024 Q2	$270	Hold	65	–	–	﹤0.01%	1108
2024 Q1	$293	Buy	65 +15	+30%	+$90	﹤0.01%	1097
2023 Q4	$472	Hold	50	–	–	﹤0.01%	1198
2023 Q3	$452	Hold	50	–	–	﹤0.01%	1133
2023 Q2	$485	Hold	50	–	–	﹤0.01%	1119
2023 Q1	$526	Hold	50	–	–	﹤0.01%	1031
2022 Q4	$488	Hold	50	–	–	﹤0.01%	1067
2022 Q3	$789	Hold	50	–	–	﹤0.01%	1127
2022 Q2	$1.09K	Hold	50	–	–	﹤0.01%	1238
2022 Q1	$1.05K	Buy	+50	New	+$1.18K	﹤0.01%	1019

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

Bartlett & Co Wealth Management's NIO Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its NIO (NIO) position steady in Q2 2026 at 50 shares worth $253. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Bartlett & Co Wealth Management first reported a position in NIO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.09K in Q2 2022. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Bartlett & Co Wealth Management held 50 shares of NIO worth $253 as of Q2 2026.
Bartlett & Co Wealth Management left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1254 holding.
Bartlett & Co Wealth Management first reported a position in NIO in Q1 2022 and has held it in 18 quarters since.
Bartlett & Co Wealth Management's NIO position peaked at $1.09K in Q2 2022.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.