First Heartland Consultants’s NIO NIO Stock Holding History

First Heartland Consultants’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	$77.4K	Hold	14,108	–	–	0.01%	585
2026 Q1	$85.1K	Hold	14,108	–	–	0.01%	518
2025 Q4	$72K	Sell	14,108 -507	-3%	-$3.13K	0.01%	530
2025 Q3	$111K	Sell	14,615 -928	-6%	-$5K	0.01%	515
2025 Q2	$53.3K	Sell	15,543 -875	-5%	-$3.26K	﹤0.01%	500
2025 Q1	$62.6K	Hold	16,418	–	–	0.01%	437
2024 Q4	$71.6K	Sell	16,418 -440	-3%	-$2.24K	0.01%	442
2024 Q3	$113K	Sell	16,858 -140	-0.8%	-$643	0.01%	448
2024 Q2	$71	Sell	16,998 -135	-0.8%	-$639	0.01%	441
2024 Q1	$77K	Buy	17,133 +1,000	+6%	+$6.03K	0.01%	419
2023 Q4	$146K	Buy	16,133 +135	+0.8%	+$1.07K	0.02%	352
2023 Q3	$145K	Buy	15,998 +98	+0.6%	+$1.09K	0.02%	372
2023 Q2	$154K	Buy	15,900 +500	+3%	+$4.23K	0.02%	367
2023 Q1	$162K	Sell	15,400 -347	-2%	-$3.55K	0.02%	349
2022 Q4	$154K	Buy	15,747 +972	+7%	+$11.2K	0.02%	361
2022 Q3	$233	Sell	14,775 -27	-0.2%	-$534	0.02%	306
2022 Q2	$321K	Sell	14,802 -920	-6%	-$16.9K	0.05%	252
2022 Q1	$330K	Buy	+15,722	New	+$370K	0.05%	240
2021 Q3	–	Sell	-9,996	Closed	-$532K	–	406
2021 Q2	$532K	Buy	9,996 +113	+1%	+$4.53K	0.08%	206
2021 Q1	$385K	Buy	9,883 +566	+6%	+$28.8K	0.06%	246
2020 Q4	$454K	Buy	+9,317	New	+$360K	0.08%	178

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ANHIM

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

First Heartland Consultants's NIO Position: Q2 2026 in Review

First Heartland Consultants held its NIO (NIO) position steady in Q2 2026 at 14,108 shares worth $77.4K. The position accounts for 0.01% of the portfolio, ranked #585.

First Heartland Consultants first reported a position in NIO in Q4 2020 and has held it in 21 quarters since. The position peaked at $532K in Q2 2021. 100 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

First Heartland Consultants held 14,108 shares of NIO worth $77.4K as of Q2 2026.
First Heartland Consultants left its NIO share count unchanged in Q2 2026.
NIO made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #585 holding.
First Heartland Consultants first reported a position in NIO in Q4 2020 and has held it in 21 quarters since.
First Heartland Consultants's NIO position peaked at $532K in Q2 2021.
100 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.