Compass Financial Management’s NIO NIO Stock Holding History

Compass Financial Management’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	$6.22K	Buy	+1,300	New	+$7.57K	﹤0.01%	1147

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Compass Financial Management's NIO Position: Q2 2026 in Review

Compass Financial Management opened a new position in NIO (NIO) in Q2 2026: 1,300 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #1147 among its holdings.

392 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Compass Financial Management held 1,300 shares of NIO worth $6.22K as of Q2 2026.
NIO was a new Compass Financial Management position in Q2 2026.
NIO made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1147 holding.
392 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.