Cassaday & Co Wealth Management’s NIO NIO Stock Holding History

Cassaday & Co 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	$557	Sell	110 -90	-45%	-$524	﹤0.01%	1125
2026 Q1	$1.21K	Buy	+200	New	+$1.01K	﹤0.01%	1110
2023 Q4	–	Sell	-13,110	Closed	-$119K	–	275
2023 Q3	$119K	Buy	+13,110	New	+$146K	0.01%	253

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

Cassaday & Co Wealth Management's NIO Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its NIO (NIO) stake by 45% in Q2 2026, selling an estimated $524 and leaving 110 shares worth $557. The position accounts for ﹤0.01% of the portfolio, ranked #1125.

Cassaday & Co Wealth Management first reported a position in NIO in Q3 2023 and has held it in 3 quarters since. The position peaked at $119K in Q3 2023. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Cassaday & Co Wealth Management held 110 shares of NIO worth $557 as of Q2 2026.
Cassaday & Co Wealth Management sold 90 NIO shares in Q2 2026, an estimated $524.
NIO made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1125 holding.
Cassaday & Co Wealth Management first reported a position in NIO in Q3 2023 and has held it in 3 quarters since.
Cassaday & Co Wealth Management's NIO position peaked at $119K in Q3 2023.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.