Centerpoint Advisors’s NIO NIO Stock Holding History

Centerpoint Advisors’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	$1K	Hold	250	–	–	﹤0.01%	393
2026 Q1	$2K	Hold	250	–	–	﹤0.01%	369
2025 Q4	$1K	Hold	250	–	–	﹤0.01%	387
2025 Q3	$2K	Hold	250	–	–	﹤0.01%	407
2025 Q2	$1K	Sell	250 -56	-18%	-$209	﹤0.01%	370
2025 Q1	$1K	Hold	306	–	–	﹤0.01%	375
2024 Q4	$1K	Hold	306	–	–	﹤0.01%	432
2024 Q3	$2K	Hold	306	–	–	﹤0.01%	434
2024 Q2	$1K	Buy	306 +100	+49%	+$473	﹤0.01%	426
2024 Q1	$1K	Hold	206	–	–	﹤0.01%	417
2023 Q4	$2K	Sell	206 -150	-42%	-$1.19K	﹤0.01%	390
2023 Q3	$3K	Hold	356	–	–	﹤0.01%	426
2023 Q2	$3K	Hold	356	–	–	﹤0.01%	427
2023 Q1	$4K	Hold	356	–	–	﹤0.01%	406
2022 Q4	$3K	Buy	356 +125	+54%	+$1.44K	﹤0.01%	379
2022 Q3	$4K	Sell	231 -100	-30%	-$1.98K	﹤0.01%	280
2022 Q2	$7K	Buy	331 +250	+309%	+$4.59K	﹤0.01%	248
2022 Q1	$2K	Buy	81 +50	+161%	+$1.18K	﹤0.01%	328
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	397
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	278
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	258
2021 Q1	$1K	Hold	31	–	–	﹤0.01%	252
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	223
2020 Q3	$1K	Buy	+31	New	+$477	﹤0.01%	221
2019 Q3	–	Sell	-100	Closed	–	–	275
2019 Q2	$0	Buy	+100	New	+$401	﹤0.01%	269

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

Centerpoint Advisors's NIO Position: Q2 2026 in Review

Centerpoint Advisors held its NIO (NIO) position steady in Q2 2026 at 250 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Centerpoint Advisors first reported a position in NIO in Q2 2019 and has held it in 25 quarters since. The position peaked at $7K in Q2 2022. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Centerpoint Advisors held 250 shares of NIO worth $1K as of Q2 2026.
Centerpoint Advisors left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #393 holding.
Centerpoint Advisors first reported a position in NIO in Q2 2019 and has held it in 25 quarters since.
Centerpoint Advisors's NIO position peaked at $7K in Q2 2022.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.