Clearstead Advisors’s NIO NIO Stock Holding History

Clearstead 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	$1.77K	Buy	350 +273	+355%	+$1.59K	﹤0.01%	2519
2026 Q1	$462	Hold	77	–	–	﹤0.01%	2121
2025 Q4	$391	Buy	77 +54	+235%	+$333	﹤0.01%	2335
2025 Q3	$176	Hold	23	–	–	﹤0.01%	2878
2025 Q2	$79	Hold	23	–	–	﹤0.01%	2642
2025 Q1	$88	Hold	23	–	–	﹤0.01%	2145
2024 Q4	$101	Sell	23 -500	-96%	-$2.54K	﹤0.01%	2047
2024 Q3	$3.49K	Hold	523	–	–	﹤0.01%	1765
2024 Q2	$2.18K	Hold	523	–	–	﹤0.01%	1804
2024 Q1	$2.83K	Buy	+523	New	+$3.15K	﹤0.01%	1266
2022 Q3	–	Sell	-1,311	Closed	-$28K	–	1323
2022 Q2	$28K	Sell	1,311 -200	-13%	-$3.67K	﹤0.01%	731
2022 Q1	$32K	Buy	1,511 +1,281	+557%	+$30.2K	﹤0.01%	767
2021 Q4	$7K	Hold	230	–	–	﹤0.01%	961
2021 Q3	$8K	Buy	230 +30	+15%	+$1.23K	﹤0.01%	975
2021 Q2	$11K	Sell	200 -1,050	-84%	-$42.1K	﹤0.01%	788
2021 Q1	$49K	Buy	+1,250	New	+$63.7K	﹤0.01%	548

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

Clearstead Advisors's NIO Position: Q2 2026 in Review

Clearstead Advisors increased its NIO (NIO) stake by 355% in Q2 2026, buying an estimated $1.59K and bringing the position to 350 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Clearstead Advisors first reported a position in NIO in Q1 2021 and has held it in 16 quarters since. The position peaked at $49K in Q1 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Clearstead Advisors held 350 shares of NIO worth $1.77K as of Q2 2026.
Clearstead Advisors bought 273 NIO shares in Q2 2026, an estimated $1.59K.
NIO made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2519 holding.
Clearstead Advisors first reported a position in NIO in Q1 2021 and has held it in 16 quarters since.
Clearstead Advisors's NIO position peaked at $49K in Q1 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.