Envestnet Asset Management
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Envestnet Asset Management’s NIO NIO Stock Holding History

Envestnet Asset 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
-216,283
Closed -$1.3M – 4908
2026
Q1 		$1.3M Buy
216,283
+78,833
+57% +$398K ﹤0.01% 3300
2025
Q4 		$701K Buy
+137,450
New +$848K ﹤0.01% 3476
2025
Q2 		– Sell
-10,030
Closed -$38.2K – 4520
2025
Q1 		$38.2K Buy
+10,030
New +$44.1K ﹤0.01% 4308
2024
Q3 		– Sell
-14,670
Closed -$61K – 4281
2024
Q2 		$61K Buy
14,670
+2,737
+23% +$12.9K ﹤0.01% 4093
2024
Q1 		$53.7K Sell
11,933
-4,375
-27% -$26.4K ﹤0.01% 4103
2023
Q4 		$148K Sell
16,308
-743
-4% -$5.9K ﹤0.01% 3888
2023
Q3 		$154K Sell
17,051
-9,165
-35% -$102K ﹤0.01% 3794
2023
Q2 		$254K Sell
26,216
-859
-3% -$7.27K ﹤0.01% 3569
2023
Q1 		$285K Buy
27,075
+1,636
+6% +$16.7K ﹤0.01% 3470
2022
Q4 		$248K Sell
25,439
-9,042
-26% -$104K ﹤0.01% 3556
2022
Q3 		$544K Sell
34,481
-14,389
-29% -$285K ﹤0.01% 2970
2022
Q2 		$1.06M Sell
48,870
-3,081
-6% -$56.5K ﹤0.01% 2543
2022
Q1 		$1.09M Buy
51,951
+1,095
+2% +$25.8K ﹤0.01% 2602
2021
Q4 		$1.61M Buy
50,856
+22,418
+79% +$824K ﹤0.01% 2318
2021
Q3 		$1.01M Buy
28,438
+8,345
+42% +$343K ﹤0.01% 2535
2021
Q2 		$1.07M Buy
20,093
+8,076
+67% +$323K ﹤0.01% 2479
2021
Q1 		$468K Buy
12,017
+2,301
+24% +$117K ﹤0.01% 2881
2020
Q4 		$474K Sell
9,716
-16,086
-62% -$622K ﹤0.01% 2684
2020
Q3 		$548K Buy
25,802
+4,438
+21% +$68.3K ﹤0.01% 2407
2020
Q2 		$165K Buy
21,364
+2,759
+15% +$12.1K ﹤0.01% 2913
2020
Q1 		$52K Buy
+18,605
New +$69.3K ﹤0.01% 2897

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

Envestnet Asset Management's NIO Position: Q2 2026 in Review

Envestnet Asset Management sold out of NIO (NIO) in Q2 2026, closing a stake of 216,283 shares — an estimated $1.3M sold.

Envestnet Asset Management first reported a position in NIO in Q1 2020 and held it in 21 quarters. The position peaked at $1.61M in Q4 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Envestnet Asset Management reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 216,283 NIO shares in Q2 2026, an estimated $1.3M.
  • Envestnet Asset Management first reported a position in NIO in Q1 2020 and held it in 21 quarters.
  • Envestnet Asset Management's NIO position peaked at $1.61M in Q4 2021.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.