Basepoint Wealth’s NIO NIO Stock Holding History

Basepoint 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	$633	Hold	125	–	–	﹤0.01%	595
2026 Q1	$754	Hold	125	–	–	﹤0.01%	597
2025 Q4	$637	Buy	+125	New	+$771	﹤0.01%	577

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

Basepoint Wealth's NIO Position: Q2 2026 in Review

Basepoint Wealth held its NIO (NIO) position steady in Q2 2026 at 125 shares worth $633. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Basepoint Wealth first reported a position in NIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $754 in Q1 2026. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Basepoint Wealth held 125 shares of NIO worth $633 as of Q2 2026.
Basepoint Wealth left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #595 holding.
Basepoint Wealth first reported a position in NIO in Q4 2025 and has held it in 3 quarters since.
Basepoint Wealth's NIO position peaked at $754 in Q1 2026.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.