EWA
NIU

EverSource Wealth Advisors’s Niu Technologies NIU Stock Holding History

EverSource Wealth Advisors’s Portfolio NIU Stock Details NIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.1K Buy
5,236
+1,995
+62% +$6.63K ﹤0.01% 2676
2025
Q4 		$9.82K Buy
3,241
+820
+34% +$3.17K ﹤0.01% 2802
2025
Q3 		$11.4K Sell
2,421
-1,869
-44% -$7.63K ﹤0.01% 2754
2025
Q2 		$14.4K Buy
4,290
+2,203
+106% +$7.57K ﹤0.01% 2557
2025
Q1 		$8.52K Buy
2,087
+190
+10% +$473 ﹤0.01% 2199
2024
Q4 		$3.4K Buy
1,897
+144
+8% +$310 ﹤0.01% 2510
2024
Q3 		$4.03K Buy
1,753
+8
+0.5% +$15 ﹤0.01% 2311
2024
Q2 		$3.46K Sell
1,745
-368
-17% -$755 ﹤0.01% 2348
2024
Q1 		$4.8K Buy
2,113
+1,674
+381% +$3.06K ﹤0.01% 2072
2023
Q4 		$961 Buy
+439
New +$1K ﹤0.01% 2413

Other funds holding NIU

VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

EverSource Wealth Advisors's NIU Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Niu Technologies (NIU) stake by 62% in Q1 2026, buying an estimated $6.63K and bringing the position to 5,236 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

EverSource Wealth Advisors first reported a position in NIU in Q4 2023 and has held it in 10 quarters since. 49 funds tracked by Wall St. Rank hold NIU as of Q1 2026.

  • EverSource Wealth Advisors held 5,236 shares of Niu Technologies worth $15.1K as of Q1 2026.
  • EverSource Wealth Advisors bought 1,995 Niu Technologies shares in Q1 2026, an estimated $6.63K.
  • Niu Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2676 holding.
  • EverSource Wealth Advisors first reported a position in Niu Technologies in Q4 2023 and has held it in 10 quarters since.
  • 49 funds tracked by Wall St. Rank held Niu Technologies as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.