Bullock Wealth Management’s NIO NIO Stock Holding History

Bullock Wealth Management’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	$2.38K	Hold	478	–	–	﹤0.01%	541
2026 Q1	$2.96K	Hold	478	–	–	﹤0.01%	531
2025 Q4	$2.44K	Hold	478	–	–	﹤0.01%	509
2025 Q3	$3.66K	Hold	478	–	–	﹤0.01%	503
2025 Q2	$1.68K	Hold	478	–	–	﹤0.01%	520
2025 Q1	$1.85K	Hold	478	–	–	﹤0.01%	499
2024 Q4	$2.08K	Hold	478	–	–	﹤0.01%	502
2024 Q3	$3.36K	Hold	478	–	–	﹤0.01%	458
2024 Q2	$2.12K	Sell	478 -10	-2%	-$47	﹤0.01%	468
2024 Q1	$2.26K	Buy	+488	New	+$2.94K	﹤0.01%	475

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

Bullock Wealth Management's NIO Position: Q2 2026 in Review

Bullock Wealth Management held its NIO (NIO) position steady in Q2 2026 at 478 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Bullock Wealth Management first reported a position in NIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.66K in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Bullock Wealth Management held 478 shares of NIO worth $2.38K as of Q2 2026.
Bullock Wealth Management left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #541 holding.
Bullock Wealth Management first reported a position in NIO in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's NIO position peaked at $3.66K in Q3 2025.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.