Delap Wealth Advisory’s NIO NIO Stock Holding History

Delap Wealth Advisory’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	$173K	Hold	34,225	–	–	0.06%	89
2026 Q1	$206K	Hold	34,225	–	–	0.08%	86
2025 Q4	$175K	Hold	34,225	–	–	0.07%	94
2025 Q3	$262K	Hold	34,225	–	–	0.11%	77
2025 Q2	$117K	Hold	34,225	–	–	0.06%	77
2025 Q1	$130K	Hold	34,225	–	–	0.07%	77
2024 Q4	$149K	Buy	+34,225	New	+$174K	0.09%	75

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

Delap Wealth Advisory's NIO Position: Q2 2026 in Review

Delap Wealth Advisory held its NIO (NIO) position steady in Q2 2026 at 34,225 shares worth $173K. The position accounts for 0.06% of the portfolio, ranked #89.

Delap Wealth Advisory first reported a position in NIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Delap Wealth Advisory held 34,225 shares of NIO worth $173K as of Q2 2026.
Delap Wealth Advisory left its NIO share count unchanged in Q2 2026.
NIO made up 0.06% of Delap Wealth Advisory's portfolio in Q2 2026, its #89 holding.
Delap Wealth Advisory first reported a position in NIO in Q4 2024 and has held it in 7 quarters since.
Delap Wealth Advisory's NIO position peaked at $262K in Q3 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.