Berman McAleer’s NIO NIO Stock Holding History

Berman McAleer’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	$127K	Hold	25,000	–	–	0.01%	173
2026 Q1	$151K	Hold	25,000	–	–	0.02%	159
2025 Q4	$128K	Hold	25,000	–	–	0.02%	162
2025 Q3	$191K	Buy	+25,000	New	+$135K	0.03%	162

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

Berman McAleer's NIO Position: Q2 2026 in Review

Berman McAleer held its NIO (NIO) position steady in Q2 2026 at 25,000 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #173.

Berman McAleer first reported a position in NIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $191K in Q3 2025. 418 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Berman McAleer held 25,000 shares of NIO worth $127K as of Q2 2026.
Berman McAleer left its NIO share count unchanged in Q2 2026.
NIO made up 0.01% of Berman McAleer's portfolio in Q2 2026, its #173 holding.
Berman McAleer first reported a position in NIO in Q3 2025 and has held it in 4 quarters since.
Berman McAleer's NIO position peaked at $191K in Q3 2025.
418 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.