Greenwich Wealth Management’s NIO NIO Stock Holding History

Greenwich Wealth Management’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	$89K	Sell	17,550 -1,200	-6%	-$6.99K	﹤0.01%	293
2026 Q1	$113K	Buy	18,750 +1,000	+6%	+$5.05K	﹤0.01%	295
2025 Q4	$91K	Sell	17,750 -213	-1%	-$1.31K	﹤0.01%	279
2025 Q3	$137K	Sell	17,963 -27	-0.2%	-$145	0.01%	265
2025 Q2	$62K	Sell	17,990 -3,322	-16%	-$12.4K	﹤0.01%	250
2025 Q1	$81K	Buy	21,312 +2,225	+12%	+$9.79K	0.01%	232
2024 Q4	$83K	Sell	19,087 -11,640	-38%	-$59.2K	0.01%	252
2024 Q3	$205K	Buy	30,727 +1,700	+6%	+$7.81K	0.01%	233
2024 Q2	$121K	Buy	29,027 +3,315	+13%	+$15.7K	0.01%	231
2024 Q1	$116K	Buy	25,712 +4,642	+22%	+$28K	0.01%	231
2023 Q4	$191K	Sell	21,070 -1,652	-7%	-$13.1K	0.02%	219
2023 Q3	$205K	Buy	22,722 +9,872	+77%	+$110K	0.02%	207
2023 Q2	$125K	Buy	12,850 +250	+2%	+$2.12K	0.01%	219
2023 Q1	$132K	Buy	+12,600	New	+$129K	0.01%	217
2021 Q3	–	Sell	-4,655	Closed	-$248K	–	245
2021 Q2	$248K	Buy	+4,655	New	+$186K	0.02%	190
2021 Q1	–	Sell	-4,249	Closed	-$207K	–	206
2020 Q4	$207K	Buy	+4,249	New	+$164K	0.02%	182
2020 Q1	–	Sell	-11,400	Closed	-$46K	–	197
2019 Q4	$46K	Sell	11,400 -2,593	-19%	-$5.21K	0.01%	189
2019 Q3	$22K	Buy	13,993 +2,200	+19%	+$6.73K	﹤0.01%	180
2019 Q2	$30K	Buy	11,793 +993	+9%	+$3.99K	0.01%	195
2019 Q1	$55K	Buy	+10,800	New	+$76.5K	0.01%	187

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Greenwich Wealth Management's NIO Position: Q2 2026 in Review

Greenwich Wealth Management reduced its NIO (NIO) stake by 6.4% in Q2 2026, selling an estimated $6.99K and leaving 17,550 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #293.

Greenwich Wealth Management first reported a position in NIO in Q1 2019 and has held it in 20 quarters since. The position peaked at $248K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Greenwich Wealth Management held 17,550 shares of NIO worth $89K as of Q2 2026.
Greenwich Wealth Management sold 1,200 NIO shares in Q2 2026, an estimated $6.99K.
NIO made up ﹤0.01% of Greenwich Wealth Management's portfolio in Q2 2026, its #293 holding.
Greenwich Wealth Management first reported a position in NIO in Q1 2019 and has held it in 20 quarters since.
Greenwich Wealth Management's NIO position peaked at $248K in Q2 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.