Beacon Pointe Advisors’s NIO NIO Stock Holding History

Beacon Pointe 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	$62.2K	Sell	12,286 -1,209	-9%	-$7.04K	﹤0.01%	1888
2026 Q1	$81.4K	Buy	+13,495	New	+$68.1K	﹤0.01%	1795
2023 Q4	–	Sell	-10,002	Closed	-$90.4K	–	1368
2023 Q3	$90.4K	Buy	+10,002	New	+$111K	﹤0.01%	1289
2022 Q3	–	Sell	-14,766	Closed	-$320K	–	1040
2022 Q2	$320K	Buy	+14,766	New	+$271K	0.01%	797
2022 Q1	–	Sell	-6,525	Closed	-$207K	–	1222
2021 Q4	$207K	Buy	+6,525	New	+$240K	0.01%	865
2021 Q3	–	Sell	-7,083	Closed	-$377K	–	946
2021 Q2	$377K	Buy	7,083 +125	+2%	+$5.01K	0.01%	579
2021 Q1	$272K	Sell	6,958 -152	-2%	-$7.75K	0.02%	408
2020 Q4	$346K	Buy	+7,110	New	+$275K	0.02%	338

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

Beacon Pointe Advisors's NIO Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its NIO (NIO) stake by 9% in Q2 2026, selling an estimated $7.04K and leaving 12,286 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1888.

Beacon Pointe Advisors first reported a position in NIO in Q4 2020 and has held it in 8 quarters since. The position peaked at $377K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Beacon Pointe Advisors held 12,286 shares of NIO worth $62.2K as of Q2 2026.
Beacon Pointe Advisors sold 1,209 NIO shares in Q2 2026, an estimated $7.04K.
NIO made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1888 holding.
Beacon Pointe Advisors first reported a position in NIO in Q4 2020 and has held it in 8 quarters since.
Beacon Pointe Advisors's NIO position peaked at $377K in Q2 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.