Empirical Wealth Management’s NIO NIO Stock Holding History

Empirical 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	–	Sell	-12,750	Closed	-$76.9K	–	1095
2026 Q1	$76.9K	Sell	12,750 -660	-5%	-$3.33K	﹤0.01%	979
2025 Q4	$68.4K	Buy	13,410 +160	+1%	+$987	﹤0.01%	889
2025 Q3	$101K	Hold	13,250	–	–	﹤0.01%	782
2025 Q2	$45.4K	Buy	13,250 +300	+2%	+$1.12K	﹤0.01%	681
2025 Q1	$49.3K	Sell	12,950 -2,000	-13%	-$8.8K	﹤0.01%	644
2024 Q4	$65.2K	Buy	14,950 +2,200	+17%	+$11.2K	﹤0.01%	605
2024 Q3	$85.2K	Sell	12,750 -528	-4%	-$2.43K	﹤0.01%	560
2024 Q2	$55.2K	Sell	13,278 -10	-0.1%	-$47	﹤0.01%	558
2024 Q1	$59.8K	Buy	13,288 +10	+0.1%	+$60	﹤0.01%	523
2023 Q4	$120K	Sell	13,278 -1,434	-10%	-$11.4K	﹤0.01%	486
2023 Q3	$133K	Buy	14,712 +1,962	+15%	+$21.8K	0.01%	451
2023 Q2	$124K	Buy	+12,750	New	+$108K	0.01%	448

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

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

Empirical Wealth Management sold out of NIO (NIO) in Q2 2026, closing a stake of 12,750 shares — an estimated $76.9K sold.

Empirical Wealth Management first reported a position in NIO in Q2 2023 and held it in 12 quarters. The position peaked at $133K in Q3 2023. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Empirical Wealth Management reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
Empirical Wealth Management sold 12,750 NIO shares in Q2 2026, an estimated $76.9K.
Empirical Wealth Management first reported a position in NIO in Q2 2023 and held it in 12 quarters.
Empirical Wealth Management's NIO position peaked at $133K in Q3 2023.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.