Copia Wealth Management’s NIO NIO Stock Holding History

Copia Wealth 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	$152	Hold	30	–	–	﹤0.01%	554
2026 Q1	$181	Hold	30	–	–	﹤0.01%	514
2025 Q4	$153	Hold	30	–	–	﹤0.01%	513
2025 Q3	$229	Hold	30	–	–	﹤0.01%	462
2025 Q2	$103	Hold	30	–	–	﹤0.01%	460
2025 Q1	$114	Hold	30	–	–	﹤0.01%	444
2024 Q4	$131	Buy	+30	New	+$153	﹤0.01%	417

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

Copia Wealth Management's NIO Position: Q2 2026 in Review

Copia Wealth Management held its NIO (NIO) position steady in Q2 2026 at 30 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Copia Wealth Management first reported a position in NIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $229 in Q3 2025. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Copia Wealth Management held 30 shares of NIO worth $152 as of Q2 2026.
Copia Wealth Management left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #554 holding.
Copia Wealth Management first reported a position in NIO in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's NIO position peaked at $229 in Q3 2025.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.