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EP Wealth Advisors’s NIO NIO Stock Holding History

EP Wealth Advisors’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 		$60.4K Buy
+11,935
New +$69.5K ﹤0.01% 1688
2026
Q1 		– Sell
-13,222
Closed -$67.4K – 1561
2025
Q4 		$67.4K Buy
+13,222
New +$81.6K ﹤0.01% 1460
2021
Q1 		– Sell
-7,350
Closed -$358K – 511
2020
Q4 		$358K Buy
+7,350
New +$284K 0.01% 321

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

EP Wealth Advisors's NIO Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in NIO (NIO) in Q2 2026: 11,935 shares worth $60.4K. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in NIO as recently as Q4 2025.

EP Wealth Advisors first reported a position in NIO in Q4 2020 and has held it in 3 quarters since. The position peaked at $358K in Q4 2020. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • EP Wealth Advisors held 11,935 shares of NIO worth $60.4K as of Q2 2026.
  • NIO was a new EP Wealth Advisors position in Q2 2026.
  • NIO made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1688 holding.
  • EP Wealth Advisors first reported a position in NIO in Q4 2020 and has held it in 3 quarters since.
  • EP Wealth Advisors's NIO position peaked at $358K in Q4 2020.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.