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Great Valley Advisor Group’s NIO NIO Stock Holding History

Great Valley Advisor Group’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 		$52.7K Sell
10,355
-1,720
-14% -$10K ﹤0.01% 1032
2026
Q1 		$73K Buy
12,075
+1,839
+18% +$9.29K ﹤0.01% 982
2025
Q4 		$52.2K Buy
+10,236
New +$63.1K ﹤0.01% 931

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

Great Valley Advisor Group's NIO Position: Q2 2026 in Review

Great Valley Advisor Group reduced its NIO (NIO) stake by 14% in Q2 2026, selling an estimated $10K and leaving 10,355 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Great Valley Advisor Group first reported a position in NIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $73K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Great Valley Advisor Group held 10,355 shares of NIO worth $52.7K as of Q2 2026.
  • Great Valley Advisor Group sold 1,720 NIO shares in Q2 2026, an estimated $10K.
  • NIO made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #1032 holding.
  • Great Valley Advisor Group first reported a position in NIO in Q4 2025 and has held it in 3 quarters since.
  • Great Valley Advisor Group's NIO position peaked at $73K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.