Center for Financial Planning’s NIO NIO Stock Holding History

Center for Financial Planning’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	$9.99K	Hold	1,975	–	–	﹤0.01%	497
2026 Q1	$11.9K	Hold	1,975	–	–	﹤0.01%	471
2025 Q4	$10.1K	Hold	1,975	–	–	﹤0.01%	489
2025 Q3	$15.1K	Hold	1,975	–	–	﹤0.01%	454
2025 Q2	$6.78K	Buy	1,975 +750	+61%	+$2.79K	﹤0.01%	493
2025 Q1	$4.67K	Buy	1,225 +1,000	+444%	+$4.4K	﹤0.01%	535
2024 Q4	$981	Sell	225 -130	-37%	-$662	﹤0.01%	611
2024 Q3	$2.37K	Hold	355	–	–	﹤0.01%	491
2024 Q2	$1.48K	Hold	355	–	–	﹤0.01%	515
2024 Q1	$1.6K	Hold	355	–	–	﹤0.01%	538
2023 Q4	$3.22K	Hold	355	–	–	﹤0.01%	443
2023 Q3	$3.21K	Hold	355	–	–	﹤0.01%	437
2023 Q2	$3.44K	Hold	355	–	–	﹤0.01%	469
2023 Q1	$3.73K	Hold	355	–	–	﹤0.01%	430
2022 Q4	$3.46K	Hold	355	–	–	﹤0.01%	434
2022 Q3	$6K	Hold	355	–	–	﹤0.01%	409
2022 Q2	$8K	Hold	355	–	–	﹤0.01%	381
2022 Q1	$7K	Hold	355	–	–	﹤0.01%	412
2021 Q4	$11K	Hold	355	–	–	﹤0.01%	370
2021 Q3	$13K	Buy	355 +225	+173%	+$9.24K	﹤0.01%	339
2021 Q2	$7K	Hold	130	–	–	﹤0.01%	400
2021 Q1	$5K	Hold	130	–	–	﹤0.01%	446
2020 Q4	$6K	Buy	+130	New	+$5.03K	﹤0.01%	388

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ANHIM

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Center for Financial Planning's NIO Position: Q2 2026 in Review

Center for Financial Planning held its NIO (NIO) position steady in Q2 2026 at 1,975 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Center for Financial Planning first reported a position in NIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.1K in Q3 2025. 100 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Center for Financial Planning held 1,975 shares of NIO worth $9.99K as of Q2 2026.
Center for Financial Planning left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #497 holding.
Center for Financial Planning first reported a position in NIO in Q4 2020 and has held it in 23 quarters since.
Center for Financial Planning's NIO position peaked at $15.1K in Q3 2025.
100 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.