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
Q2 		$6.28K Sell
3,125
-2,111
-40% -$5.59K ﹤0.01% 3169
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

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Niu Technologies (NIU) stake by 40% in Q2 2026, selling an estimated $5.59K and leaving 3,125 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3169.

EverSource Wealth Advisors first reported a position in NIU in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.1K in Q1 2026. 49 funds tracked by Wall St. Rank hold NIU as of Q2 2026.

  • EverSource Wealth Advisors held 3,125 shares of Niu Technologies worth $6.28K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,111 Niu Technologies shares in Q2 2026, an estimated $5.59K.
  • Niu Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3169 holding.
  • EverSource Wealth Advisors first reported a position in Niu Technologies in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Niu Technologies position peaked at $15.1K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Niu Technologies as of Q2 2026.

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