Basecamp Wealth Advisors’s NIO NIO Stock Holding History

Basecamp Wealth Advisors’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	$50K	Buy	9,882 +2,689	+37%	+$15.7K	0.01%	536
2026 Q1	$43.4K	Buy	7,193 +1,168	+19%	+$5.9K	0.01%	592
2025 Q4	$30.7K	Buy	+6,025	New	+$37.2K	0.01%	652

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

Basecamp Wealth Advisors's NIO Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its NIO (NIO) stake by 37% in Q2 2026, buying an estimated $15.7K and bringing the position to 9,882 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #536.

Basecamp Wealth Advisors first reported a position in NIO in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Basecamp Wealth Advisors held 9,882 shares of NIO worth $50K as of Q2 2026.
Basecamp Wealth Advisors bought 2,689 NIO shares in Q2 2026, an estimated $15.7K.
NIO made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #536 holding.
Basecamp Wealth Advisors first reported a position in NIO in Q4 2025 and has held it in 3 quarters since.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.