Financial Life Planners’s NIO NIO Stock Holding History

Financial Life Planners’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	$1.05K	Hold	207	–	–	﹤0.01%	299
2026 Q1	$1.25K	Buy	+207	New	+$1.04K	﹤0.01%	315
2025 Q4	–	Sell	-207	Closed	-$1.58K	–	238
2025 Q3	$1.58K	Buy	+207	New	+$1.11K	﹤0.01%	304
2025 Q1	–	Sell	-207	Closed	-$903	–	277
2024 Q4	$903	Buy	+207	New	+$1.05K	﹤0.01%	351

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 Life Planners's NIO Position: Q2 2026 in Review

Financial Life Planners held its NIO (NIO) position steady in Q2 2026 at 207 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Financial Life Planners first reported a position in NIO in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.58K in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Financial Life Planners held 207 shares of NIO worth $1.05K as of Q2 2026.
Financial Life Planners left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #299 holding.
Financial Life Planners first reported a position in NIO in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's NIO position peaked at $1.58K in Q3 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.