Financial Consulate’s NIO NIO Stock Holding History

Financial Consulate’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	$11K	Buy	2,178 +689	+46%	+$4.01K	﹤0.01%	646
2026 Q1	$8.98K	Buy	1,489 +893	+150%	+$4.51K	﹤0.01%	665
2025 Q4	$3.04K	Buy	596 +53	+10%	+$327	﹤0.01%	826
2025 Q3	$4.14K	Buy	+543	New	+$2.92K	﹤0.01%	688

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Financial Consulate's NIO Position: Q2 2026 in Review

Financial Consulate increased its NIO (NIO) stake by 46% in Q2 2026, buying an estimated $4.01K and bringing the position to 2,178 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Financial Consulate first reported a position in NIO in Q3 2025 and has held it in 4 quarters since. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Financial Consulate held 2,178 shares of NIO worth $11K as of Q2 2026.
Financial Consulate bought 689 NIO shares in Q2 2026, an estimated $4.01K.
NIO made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #646 holding.
Financial Consulate first reported a position in NIO in Q3 2025 and has held it in 4 quarters since.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.