Bogart Wealth LLC’s NIO NIO Stock Holding History

Bogart Wealth LLC’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	$2.32K	Buy	458 +100	+28%	+$583	﹤0.01%	1419
2026 Q1	$2.16K	Buy	358 +16	+5%	+$81	﹤0.01%	1261
2025 Q4	$1.74K	Buy	342 +30	+10%	+$185	﹤0.01%	1206
2025 Q3	$2.38K	Sell	312 -78	-20%	-$420	﹤0.01%	1127
2025 Q2	$1.34K	Buy	390 +178	+84%	+$663	﹤0.01%	1176
2025 Q1	$808	Hold	212	–	–	﹤0.01%	1209
2024 Q4	$924	Hold	212	–	–	﹤0.01%	1213
2024 Q3	$1.42K	Hold	212	–	–	﹤0.01%	1002
2024 Q2	$882	Sell	212 -556	-72%	-$2.63K	﹤0.01%	1012
2024 Q1	$3.46K	Buy	768 +756	+6,300%	+$4.56K	﹤0.01%	832
2023 Q4	$109	Sell	12 -100	-89%	-$794	﹤0.01%	1042
2023 Q3	$1.01K	Hold	112	–	–	﹤0.01%	957
2023 Q2	$1.08K	Hold	112	–	–	﹤0.01%	942
2023 Q1	$1.18K	Buy	112 +50	+81%	+$511	﹤0.01%	974
2022 Q4	$605	Sell	62 -38	-38%	-$438	﹤0.01%	903
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	830
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	779
2022 Q1	$2K	Buy	100 +20	+25%	+$471	﹤0.01%	690
2021 Q4	$3K	Hold	80	–	–	﹤0.01%	620
2021 Q3	$3K	Sell	80 -20	-20%	-$822	﹤0.01%	592
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	520
2021 Q1	$4K	Buy	+100	New	+$5.1K	﹤0.01%	502

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

Bogart Wealth LLC's NIO Position: Q2 2026 in Review

Bogart Wealth LLC increased its NIO (NIO) stake by 28% in Q2 2026, buying an estimated $583 and bringing the position to 458 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Bogart Wealth LLC first reported a position in NIO in Q1 2021 and has held it in 22 quarters since. The position peaked at $5K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Bogart Wealth LLC held 458 shares of NIO worth $2.32K as of Q2 2026.
Bogart Wealth LLC bought 100 NIO shares in Q2 2026, an estimated $583.
NIO made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1419 holding.
Bogart Wealth LLC first reported a position in NIO in Q1 2021 and has held it in 22 quarters since.
Bogart Wealth LLC's NIO position peaked at $5K in Q2 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.