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 Q3	$117K	Hold	34,225	–	–	0.04%	80
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Delap Wealth Advisory's NIO Position: Q3 2026 in Review

Delap Wealth Advisory held its NIO (NIO) position steady in Q3 2026 at 34,225 shares worth $117K. The position accounts for 0.04% of the portfolio, ranked #80.

Delap Wealth Advisory first reported a position in NIO in Q4 2024 and has held it in 8 quarters since. The position peaked at $262K in Q3 2025. 236 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Delap Wealth Advisory held 34,225 shares of NIO worth $117K as of Q3 2026.
Delap Wealth Advisory left its NIO share count unchanged in Q3 2026.
NIO made up 0.04% of Delap Wealth Advisory's portfolio in Q3 2026, its #80 holding.
Delap Wealth Advisory first reported a position in NIO in Q4 2024 and has held it in 8 quarters since.
Delap Wealth Advisory's NIO position peaked at $262K in Q3 2025.
236 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.