Foundations Investment Advisors’s NIO NIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$582K Buy
+115,000
New +$670K 0.01% 737

Other funds holding NIO

Foundations Investment Advisors's NIO Position: Q2 2026 in Review

Foundations Investment Advisors opened a new position in NIO (NIO) in Q2 2026: 1,733 shares worth $8.77K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: Foundations Investment Advisors previously reported a position in NIO as recently as Q4 2025.

Foundations Investment Advisors first reported a position in NIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $65.5K in Q4 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Foundations Investment Advisors held 1,733 shares of NIO worth $8.77K as of Q2 2026.
  • NIO was a new Foundations Investment Advisors position in Q2 2026.
  • NIO made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1201 holding.
  • Foundations Investment Advisors first reported a position in NIO in Q4 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's NIO position peaked at $65.5K in Q4 2025.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.