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Essential Investment Partners’s NIO NIO Stock Holding History

Essential Investment Partners’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 		$506 Hold
100
– – ﹤0.01% 275
2026
Q1 		$603 Hold
100
– – ﹤0.01% 268
2025
Q4 		$510 Buy
+100
New +$617 ﹤0.01% 263

Other funds holding NIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ANHIM
Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Essential Investment Partners's NIO Position: Q2 2026 in Review

Essential Investment Partners held its NIO (NIO) position steady in Q2 2026 at 100 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Essential Investment Partners first reported a position in NIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $603 in Q1 2026. 89 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Essential Investment Partners held 100 shares of NIO worth $506 as of Q2 2026.
  • Essential Investment Partners left its NIO share count unchanged in Q2 2026.
  • NIO made up ﹤0.01% of Essential Investment Partners's portfolio in Q2 2026, its #275 holding.
  • Essential Investment Partners first reported a position in NIO in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's NIO position peaked at $603 in Q1 2026.
  • 89 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.