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Crossmark Global Holdings’s NIO NIO Stock Holding History

Crossmark Global Holdings’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 		$217K Buy
42,842
+2,830
+7% +$16.5K ﹤0.01% 1201
2026
Q1 		$241K Sell
40,012
-54
-0.1% -$273 ﹤0.01% 1123
2025
Q4 		$204K Buy
40,066
+48
+0.1% +$296 ﹤0.01% 1179
2025
Q3 		$305K Buy
40,018
+3
+0% +$16 ﹤0.01% 1096
2025
Q2 		$137K Sell
40,015
-51
-0.1% -$190 ﹤0.01% 1298
2025
Q1 		$153K Buy
40,066
+649
+2% +$2.86K ﹤0.01% 1288
2024
Q4 		$172K Buy
39,417
+60
+0.2% +$305 ﹤0.01% 1227
2024
Q3 		$263K Buy
39,357
+235
+0.6% +$1.08K ﹤0.01% 1137
2024
Q2 		$163K Sell
39,122
-13,294
-25% -$62.9K ﹤0.01% 1259
2024
Q1 		$236K Sell
52,416
-7,203
-12% -$43.4K ﹤0.01% 1207
2023
Q4 		$541K Buy
59,619
+234
+0.4% +$1.86K 0.01% 811
2023
Q3 		$525K Buy
59,385
+6,277
+12% +$69.9K 0.01% 802
2023
Q2 		$782K Buy
53,108
+44
+0.1% +$372 0.02% 667
2023
Q1 		$558K Buy
53,064
+5,015
+10% +$51.3K 0.01% 782
2022
Q4 		$469K Sell
48,049
-9,004
-16% -$104K 0.01% 812
2022
Q3 		$900K Buy
57,053
+7,053
+14% +$140K 0.03% 574
2022
Q2 		$1.09M Sell
50,000
-9,300
-16% -$171K 0.03% 541
2022
Q1 		$1.25M Buy
59,300
+9,460
+19% +$223K 0.03% 550
2021
Q4 		$1.58M Buy
49,840
+12,420
+33% +$456K 0.03% 496
2021
Q3 		$1.33M Sell
37,420
-690
-2% -$28.3K 0.03% 518
2021
Q2 		$2.03M Buy
38,110
+3,800
+11% +$152K 0.05% 375
2021
Q1 		$1.34M Buy
34,310
+3,380
+11% +$172K 0.03% 498
2020
Q4 		$1.51M Sell
30,930
-1,430
-4% -$55.3K 0.04% 449
2020
Q3 		$687K Buy
+32,360
New +$498K 0.02% 653

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Crossmark Global Holdings's NIO Position: Q2 2026 in Review

Crossmark Global Holdings increased its NIO (NIO) stake by 7.1% in Q2 2026, buying an estimated $16.5K and bringing the position to 42,842 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Crossmark Global Holdings first reported a position in NIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.03M in Q2 2021. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Crossmark Global Holdings held 42,842 shares of NIO worth $217K as of Q2 2026.
  • Crossmark Global Holdings bought 2,830 NIO shares in Q2 2026, an estimated $16.5K.
  • NIO made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1201 holding.
  • Crossmark Global Holdings first reported a position in NIO in Q3 2020 and has held it in 24 quarters since.
  • Crossmark Global Holdings's NIO position peaked at $2.03M in Q2 2021.
  • 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.