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EverSource Wealth Advisors’s NIO NIO Stock Holding History

EverSource 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 		$24.2K Sell
4,779
-3,236
-40% -$18.9K ﹤0.01% 2296
2026
Q1 		$48.3K Buy
8,015
+4,383
+121% +$22.1K ﹤0.01% 1914
2025
Q4 		$18.5K Buy
3,632
+1,248
+52% +$7.7K ﹤0.01% 2435
2025
Q3 		$18.2K Sell
2,384
-103
-4% -$555 ﹤0.01% 2433
2025
Q2 		$8.53K Buy
2,487
+1,197
+93% +$4.46K ﹤0.01% 2906
2025
Q1 		$4.92K Buy
1,290
+456
+55% +$2.01K ﹤0.01% 2504
2024
Q4 		$3.64K Sell
834
-227
-21% -$1.16K ﹤0.01% 2480
2024
Q3 		$7.09K Sell
1,061
-511
-33% -$2.35K ﹤0.01% 2060
2024
Q2 		$6.98K Buy
1,572
+104
+7% +$492 ﹤0.01% 2062
2024
Q1 		$6.93K Buy
1,468
+712
+94% +$4.29K ﹤0.01% 1880
2023
Q4 		$6.86K Buy
756
+73
+11% +$579 ﹤0.01% 1730
2023
Q3 		$6.17K Buy
683
+178
+35% +$1.98K ﹤0.01% 1621
2023
Q2 		$4.89K Sell
505
-85
-14% -$719 ﹤0.01% 1742
2023
Q1 		$6.2K Buy
590
+97
+20% +$992 ﹤0.01% 1561
2022
Q4 		$4.81K Sell
493
-242
-33% -$2.79K ﹤0.01% 1622
2022
Q3 		$11K Buy
735
+73
+11% +$1.45K ﹤0.01% 1106
2022
Q2 		$14K Hold
662
– – ﹤0.01% 937
2022
Q1 		$14K Buy
+662
New +$15.6K ﹤0.01% 847

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

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

EverSource Wealth Advisors reduced its NIO (NIO) stake by 40% in Q2 2026, selling an estimated $18.9K and leaving 4,779 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2296.

EverSource Wealth Advisors first reported a position in NIO in Q1 2022 and has held it in 18 quarters since. The position peaked at $48.3K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • EverSource Wealth Advisors held 4,779 shares of NIO worth $24.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 3,236 NIO shares in Q2 2026, an estimated $18.9K.
  • NIO made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2296 holding.
  • EverSource Wealth Advisors first reported a position in NIO in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's NIO position peaked at $48.3K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.