Bell Investment Advisors’s NIO NIO Stock Holding History

Bell Investment 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	$3.42K	Sell	675 -425	-39%	-$2.48K	﹤0.01%	1133
2026 Q1	$6.63K	Buy	1,100 +32	+3%	+$162	﹤0.01%	842
2025 Q4	$5.45K	Buy	1,068 +1,053	+7,020%	+$6.5K	﹤0.01%	939
2025 Q3	$115	Hold	15	–	–	﹤0.01%	1858
2025 Q2	$52	Sell	15 -140	-90%	-$522	﹤0.01%	1868
2025 Q1	$591	Hold	155	–	–	﹤0.01%	1706
2024 Q4	$676	Hold	155	–	–	﹤0.01%	1692
2024 Q3	$1.04K	Buy	155 +140	+933%	+$643	﹤0.01%	1580
2024 Q2	$63	Hold	15	–	–	﹤0.01%	1933
2024 Q1	$68	Hold	15	–	–	﹤0.01%	1902
2023 Q4	$137	Sell	15 -17	-53%	-$135	﹤0.01%	1900
2023 Q3	$290	Hold	32	–	–	﹤0.01%	1891
2023 Q2	$311	Hold	32	–	–	﹤0.01%	1898
2023 Q1	$337	Sell	32 -210	-87%	-$2.15K	﹤0.01%	1892
2022 Q4	$2.36K	Sell	242 -10	-4%	-$115	﹤0.01%	1198
2022 Q3	$4K	Hold	252	–	–	﹤0.01%	812
2022 Q2	$5K	Buy	+252	New	+$4.62K	﹤0.01%	717
2021 Q4	$5K	Buy	155 +116	+297%	+$4.26K	﹤0.01%	782
2021 Q3	$1K	Buy	+39	New	+$1.6K	﹤0.01%	1477

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

Bell Investment Advisors's NIO Position: Q2 2026 in Review

Bell Investment Advisors reduced its NIO (NIO) stake by 39% in Q2 2026, selling an estimated $2.48K and leaving 675 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Bell Investment Advisors first reported a position in NIO in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.63K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Bell Investment Advisors held 675 shares of NIO worth $3.42K as of Q2 2026.
Bell Investment Advisors sold 425 NIO shares in Q2 2026, an estimated $2.48K.
NIO made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1133 holding.
Bell Investment Advisors first reported a position in NIO in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's NIO position peaked at $6.63K in Q1 2026.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.