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Gladstone Institutional Advisory’s NIO NIO Stock Holding History

Gladstone Institutional Advisory’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 		$56.6K Hold
11,193
– – ﹤0.01% 885
2026
Q1 		$67.5K Hold
11,193
– – ﹤0.01% 822
2025
Q4 		$57.1K Sell
11,193
-2,038
-15% -$12.6K ﹤0.01% 781
2025
Q3 		$101K Buy
13,231
+1,500
+13% +$8.08K ﹤0.01% 773
2025
Q2 		$40.2K Buy
11,731
+300
+3% +$1.12K ﹤0.01% 750
2025
Q1 		$43.6K Hold
11,431
– – ﹤0.01% 709
2024
Q4 		$49.8K Sell
11,431
-1,641
-13% -$8.35K ﹤0.01% 694
2024
Q3 		$87.3K Buy
13,072
+14
+0.1% +$64 ﹤0.01% 669
2024
Q2 		$54.3K Sell
13,058
-160
-1% -$757 ﹤0.01% 650
2024
Q1 		$59.5K Sell
13,218
-400
-3% -$2.41K ﹤0.01% 628
2023
Q4 		$124K Sell
13,618
-1,465
-10% -$11.6K 0.01% 644
2023
Q3 		$136K Sell
15,083
-1,661
-10% -$18.5K 0.01% 589
2023
Q2 		$162K Sell
16,744
-1,615
-9% -$13.7K 0.01% 602
2023
Q1 		$193K Sell
18,359
-685
-4% -$7K 0.01% 615
2022
Q4 		$186K Buy
19,044
+398
+2% +$4.59K 0.01% 607
2022
Q3 		$294K Buy
18,646
+586
+3% +$11.6K 0.02% 499
2022
Q2 		$392K Buy
18,060
+1,875
+12% +$34.4K 0.03% 459
2022
Q1 		$341K Buy
16,185
+809
+5% +$19.1K 0.02% 520
2021
Q4 		$487K Sell
15,376
-1,457
-9% -$53.5K 0.04% 386
2021
Q3 		$600K Buy
16,833
+553
+3% +$22.7K 0.06% 290
2021
Q2 		$866K Buy
16,280
+2,507
+18% +$100K 0.1% 209
2021
Q1 		$537K Sell
13,773
-13,349
-49% -$680K 0.08% 227
2020
Q4 		$1.32M Buy
27,122
+40
+0.1% +$1.55K 0.26% 84
2020
Q3 		$575K Buy
27,082
+17,082
+171% +$263K 0.14% 134
2020
Q2 		$77K Sell
10,000
-15
-0.1% -$66 0.02% 233
2020
Q1 		$28K Buy
+10,015
New +$37.3K 0.01% 263

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Gladstone Institutional Advisory's NIO Position: Q2 2026 in Review

Gladstone Institutional Advisory held its NIO (NIO) position steady in Q2 2026 at 11,193 shares worth $56.6K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Gladstone Institutional Advisory first reported a position in NIO in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.32M in Q4 2020. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Gladstone Institutional Advisory held 11,193 shares of NIO worth $56.6K as of Q2 2026.
  • Gladstone Institutional Advisory left its NIO share count unchanged in Q2 2026.
  • NIO made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #885 holding.
  • Gladstone Institutional Advisory first reported a position in NIO in Q1 2020 and has held it in 26 quarters since.
  • Gladstone Institutional Advisory's NIO position peaked at $1.32M in Q4 2020.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.