Glass Jacobson Investment Advisors’s NIO NIO Stock Holding History

Glass Jacobson Investment Advisors’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	$2.53K	Sell	500 -1,000	-67%	-$5.83K	﹤0.01%	534
2026 Q1	$9.04K	Hold	1,500	–	–	﹤0.01%	466
2025 Q4	$7.65K	Hold	1,500	–	–	﹤0.01%	467
2025 Q3	$11.4K	Buy	1,500 +200	+15%	+$1.08K	﹤0.01%	440
2025 Q2	$4.46K	Buy	1,300 +300	+30%	+$1.12K	﹤0.01%	477
2025 Q1	$4.36K	Hold	1,000	–	–	﹤0.01%	680
2024 Q4	$4.36K	Buy	1,000 +200	+25%	+$1.02K	﹤0.01%	680
2024 Q3	$5.34K	Hold	800	–	–	﹤0.01%	627
2024 Q2	$3.33K	Buy	800 +300	+60%	+$1.42K	﹤0.01%	644
2024 Q1	$2.25K	Hold	500	–	–	﹤0.01%	673
2023 Q4	$4.54K	Hold	500	–	–	﹤0.01%	599
2023 Q3	$4.52K	Hold	500	–	–	﹤0.01%	576
2023 Q2	$4.84K	Buy	+500	New	+$4.23K	﹤0.01%	584
2022 Q4	$4.88K	Buy	+500	New	+$5.76K	﹤0.01%	593

Other funds holding NIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Glass Jacobson Investment Advisors's NIO Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its NIO (NIO) stake by 67% in Q2 2026, selling an estimated $5.83K and leaving 500 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Glass Jacobson Investment Advisors first reported a position in NIO in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.4K in Q3 2025. 249 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Glass Jacobson Investment Advisors held 500 shares of NIO worth $2.53K as of Q2 2026.
Glass Jacobson Investment Advisors sold 1,000 NIO shares in Q2 2026, an estimated $5.83K.
NIO made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #534 holding.
Glass Jacobson Investment Advisors first reported a position in NIO in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's NIO position peaked at $11.4K in Q3 2025.
249 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.