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Cornerstone Planning Group’s NIO NIO Stock Holding History

Cornerstone Planning Group’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 		$6.89K Hold
1,475
– – ﹤0.01% 1006
2026
Q1 		$8.7K Buy
1,475
+233
+19% +$1.18K ﹤0.01% 934
2025
Q4 		$5.7K Buy
1,242
+1,127
+980% +$6.95K ﹤0.01% 951
2025
Q3 		$4.83K Sell
115
-827
-88% -$4.46K ﹤0.01% 957
2025
Q2 		$4.24K Hold
942
– – ﹤0.01% 762
2025
Q1 		$3.7K Hold
942
– – ﹤0.01% 814
2024
Q4 		$4.02K Buy
942
+200
+27% +$1.02K ﹤0.01% 626
2024
Q3 		$4.16K Buy
742
+100
+16% +$460 ﹤0.01% 603
2024
Q2 		$2.5K Hold
642
– – ﹤0.01% 716
2024
Q1 		$3.58K Hold
642
– – ﹤0.01% 572
2023
Q4 		$5.82K Buy
642
+100
+18% +$794 ﹤0.01% 507
2023
Q3 		$4.9K Hold
542
– – ﹤0.01% 531
2023
Q2 		$5.25K Buy
+542
New +$4.59K ﹤0.01% 879
2022
Q4 		$5.84K Buy
+542
New +$6.25K ﹤0.01% 819

Other funds holding NIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Cornerstone Planning Group's NIO Position: Q2 2026 in Review

Cornerstone Planning Group held its NIO (NIO) position steady in Q2 2026 at 1,475 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1006.

Cornerstone Planning Group first reported a position in NIO in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.7K in Q1 2026. 234 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Cornerstone Planning Group held 1,475 shares of NIO worth $6.89K as of Q2 2026.
  • Cornerstone Planning Group left its NIO share count unchanged in Q2 2026.
  • NIO made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1006 holding.
  • Cornerstone Planning Group first reported a position in NIO in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's NIO position peaked at $8.7K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.