Halbert Hargrove Global Advisors’s NIO NIO Stock Holding History

Halbert Hargrove Global 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
2025 Q2	–	Sell	-5,934	Closed	-$22.6K	–	531
2025 Q1	$22.6K	Buy	+5,934	New	+$26.1K	﹤0.01%	189

Other funds holding NIO

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

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

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

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

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Halbert Hargrove Global Advisors's NIO Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of NIO (NIO) in Q2 2025, closing a stake of 5,934 shares — an estimated $22.6K sold.

Halbert Hargrove Global Advisors first reported a position in NIO in Q1 2025 and held it in 1 quarter. The position peaked at $22.6K in Q1 2025. 383 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

Halbert Hargrove Global Advisors reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 5,934 NIO shares in Q2 2025, an estimated $22.6K.
Halbert Hargrove Global Advisors first reported a position in NIO in Q1 2025 and held it in 1 quarter.
Halbert Hargrove Global Advisors's NIO position peaked at $22.6K in Q1 2025.
383 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.