Commonwealth Equity Services’s NIO NIO Stock Holding History

Commonwealth Equity Services’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	$776K	Buy	153,444 +4,212	+3%	+$24.5K	﹤0.01%	2922
2026 Q1	$900K	Buy	149,232 +1,503	+1%	+$7.59K	﹤0.01%	2704
2025 Q4	$753K	Sell	147,729 -7,057	-5%	-$43.5K	﹤0.01%	2822
2025 Q3	$1.18M	Sell	154,786 -23,083	-13%	-$124K	﹤0.01%	2465
2025 Q2	$610K	Sell	177,869 -28,075	-14%	-$105K	﹤0.01%	2994
2025 Q1	$785K	Buy	205,944 +12,181	+6%	+$53.6K	﹤0.01%	2657
2024 Q4	$845K	Sell	193,763 -1,528	-0.8%	-$7.78K	﹤0.01%	2522
2024 Q3	$1.3M	Sell	195,291 -12,861	-6%	-$59.1K	﹤0.01%	2131
2024 Q2	$866K	Buy	208,152 +3,539	+2%	+$16.7K	﹤0.01%	2390
2024 Q1	$921K	Sell	204,613 -100	-0%	-$603	﹤0.01%	2318
2023 Q4	$1.86M	Sell	204,713 -6,416	-3%	-$50.9K	﹤0.01%	1748
2023 Q3	$1.91M	Sell	211,129 -29,514	-12%	-$329K	﹤0.01%	1635
2023 Q2	$2.33M	Sell	240,643 -3,486	-1%	-$29.5K	﹤0.01%	1521
2023 Q1	$2.56M	Buy	244,129 +16,034	+7%	+$164K	0.01%	1404
2022 Q4	$2.22M	Buy	228,095 +7,541	+3%	+$86.9K	0.01%	1432
2022 Q3	$3.48M	Sell	220,554 -11,510	-5%	-$228K	0.01%	1087
2022 Q2	$5.04M	Sell	232,064 -34,760	-13%	-$638K	0.01%	898
2022 Q1	$5.62M	Buy	266,824 +2,163	+0.8%	+$50.9K	0.01%	892
2021 Q4	$8.38M	Sell	264,661 -17,777	-6%	-$653K	0.02%	669
2021 Q3	$10.1M	Sell	282,438 -203,544	-42%	-$8.36M	0.03%	577
2021 Q2	$25.9M	Buy	485,982 +2,994	+0.6%	+$120K	0.07%	288
2021 Q1	$18.8M	Buy	482,988 +52,861	+12%	+$2.69M	0.05%	339
2020 Q4	$21M	Buy	430,127 +63,915	+17%	+$2.47M	0.06%	287
2020 Q3	$7.77M	Buy	366,212 +139,695	+62%	+$2.15M	0.03%	513
2020 Q2	$1.75M	Buy	226,517 +22,105	+11%	+$97.2K	0.01%	1097
2020 Q1	$568K	Buy	204,412 +50,408	+33%	+$188K	﹤0.01%	1615
2019 Q4	$619K	Buy	154,004 +86,365	+128%	+$174K	﹤0.01%	1737
2019 Q3	$105K	Buy	67,639 +5,841	+9%	+$17.9K	﹤0.01%	2675
2019 Q2	$157K	Buy	61,798 +11,142	+22%	+$44.7K	﹤0.01%	2571
2019 Q1	$258K	Buy	50,656 +37,554	+287%	+$266K	﹤0.01%	2278
2018 Q4	$83K	Buy	+13,102	New	+$91.1K	﹤0.01%	2517

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

Commonwealth Equity Services's NIO Position: Q2 2026 in Review

Commonwealth Equity Services increased its NIO (NIO) stake by 2.8% in Q2 2026, buying an estimated $24.5K and bringing the position to 153,444 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

Commonwealth Equity Services first reported a position in NIO in Q4 2018 and has held it in 31 quarters since. The position peaked at $25.9M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Commonwealth Equity Services held 153,444 shares of NIO worth $776K as of Q2 2026.
Commonwealth Equity Services bought 4,212 NIO shares in Q2 2026, an estimated $24.5K.
NIO made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2922 holding.
Commonwealth Equity Services first reported a position in NIO in Q4 2018 and has held it in 31 quarters since.
Commonwealth Equity Services's NIO position peaked at $25.9M in Q2 2021.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.