Financial Perspectives’s NIO NIO Stock Holding History

Financial Perspectives’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	$111	Hold	22	–	–	﹤0.01%	714
2026 Q1	$133	Hold	22	–	–	﹤0.01%	700
2025 Q4	$112	Hold	22	–	–	﹤0.01%	702
2025 Q3	$168	Hold	22	–	–	﹤0.01%	700
2025 Q2	$75	Sell	22 -5	-19%	-$19	﹤0.01%	708
2025 Q1	$110	Sell	27 -2	-7%	-$9	﹤0.01%	705
2024 Q4	$126	Hold	29	–	–	﹤0.01%	705
2024 Q3	$194	Hold	29	–	–	﹤0.01%	657
2024 Q2	$121	Sell	29 -1	-3%	-$5	﹤0.01%	664
2024 Q1	$135	Sell	30 -1,175	-98%	-$7.09K	﹤0.01%	651
2023 Q4	$10.9K	Hold	1,205	–	–	﹤0.01%	459
2023 Q3	$10.9K	Hold	1,205	–	–	0.01%	439
2023 Q2	$11.7K	Hold	1,205	–	–	0.01%	434
2023 Q1	$12.7K	Hold	1,205	–	–	0.01%	421
2022 Q4	$11.7K	Sell	1,205 -698	-37%	-$8.04K	0.01%	422
2022 Q3	$30K	Hold	1,903	–	–	0.02%	293
2022 Q2	$41.3K	Hold	1,903	–	–	0.02%	253
2022 Q1	$40.1K	Buy	1,903 +427	+29%	+$10.1K	0.02%	279
2021 Q4	$46.8K	Sell	1,476 -2,921	-66%	-$107K	0.02%	254
2021 Q3	$157K	Sell	4,397 -1,801	-29%	-$74K	0.08%	135
2021 Q2	$330K	Hold	6,198	–	–	0.16%	93
2021 Q1	$242K	Buy	6,198 +1,706	+38%	+$87K	0.13%	108
2020 Q4	$219K	Buy	4,492 +3,742	+499%	+$145K	0.12%	111
2020 Q3	$15.9K	Buy	750 +250	+50%	+$3.85K	0.01%	317
2020 Q2	$3.86K	Hold	500	–	–	﹤0.01%	433
2020 Q1	$1.39K	Hold	500	–	–	﹤0.01%	473
2019 Q4	$2.01K	Buy	+500	New	+$1K	﹤0.01%	454

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 Perspectives's NIO Position: Q2 2026 in Review

Financial Perspectives held its NIO (NIO) position steady in Q2 2026 at 22 shares worth $111. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Financial Perspectives first reported a position in NIO in Q4 2019 and has held it in 27 quarters since. The position peaked at $330K in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Financial Perspectives held 22 shares of NIO worth $111 as of Q2 2026.
Financial Perspectives left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #714 holding.
Financial Perspectives first reported a position in NIO in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's NIO position peaked at $330K in Q2 2021.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.