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Clarity Wealth Advisors’s NIO NIO Stock Holding History

Clarity Wealth 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 		$58.2K Hold
11,500
– – 0.01% 116
2026
Q1 		$69.3K Hold
11,500
– – 0.01% 107
2025
Q4 		$58.6K Hold
11,500
– – 0.01% 110
2025
Q3 		$87.6K Buy
+11,500
New +$62K 0.02% 98

Other funds holding NIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SS
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
RG
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clarity Wealth Advisors's NIO Position: Q2 2026 in Review

Clarity Wealth Advisors held its NIO (NIO) position steady in Q2 2026 at 11,500 shares worth $58.2K. The position accounts for 0.01% of the portfolio, ranked #116.

Clarity Wealth Advisors first reported a position in NIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $87.6K in Q3 2025. 147 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Clarity Wealth Advisors held 11,500 shares of NIO worth $58.2K as of Q2 2026.
  • Clarity Wealth Advisors left its NIO share count unchanged in Q2 2026.
  • NIO made up 0.01% of Clarity Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Clarity Wealth Advisors first reported a position in NIO in Q3 2025 and has held it in 4 quarters since.
  • Clarity Wealth Advisors's NIO position peaked at $87.6K in Q3 2025.
  • 147 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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