Harbor Investment Advisory’s NIO NIO Stock Holding History

Harbor Investment 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	$1.52K	Hold	301	–	–	﹤0.01%	1216
2026 Q1	$1.81K	Hold	301	–	–	﹤0.01%	1117
2025 Q4	$1.53K	Hold	301	–	–	﹤0.01%	1146
2025 Q3	$2.29K	Hold	301	–	–	﹤0.01%	1089
2025 Q2	$1.03K	Hold	301	–	–	﹤0.01%	1122
2025 Q1	$1.15K	Hold	301	–	–	﹤0.01%	1109
2024 Q4	$1.31K	Hold	301	–	–	﹤0.01%	1087
2024 Q3	$2.01K	Sell	301 -190	-39%	-$873	﹤0.01%	1067
2024 Q2	$2.04K	Hold	491	–	–	﹤0.01%	1075
2024 Q1	$2.21K	Hold	491	–	–	﹤0.01%	1083
2023 Q4	$4.45K	Buy	491 +301	+158%	+$2.39K	﹤0.01%	959
2023 Q3	$1.72K	Hold	190	–	–	﹤0.01%	1061
2023 Q2	$1.84K	Hold	190	–	–	﹤0.01%	1223
2023 Q1	$2K	Hold	190	–	–	﹤0.01%	1219
2022 Q4	$1.85K	Sell	190 -200	-51%	-$2.31K	﹤0.01%	1213
2022 Q3	$6K	Hold	390	–	–	﹤0.01%	1114
2022 Q2	$8K	Sell	390 -1,138	-74%	-$20.9K	﹤0.01%	1068
2022 Q1	$32K	Buy	1,528 +1,338	+704%	+$31.5K	﹤0.01%	849
2021 Q4	$6K	Sell	190 -200	-51%	-$7.35K	﹤0.01%	1129
2021 Q3	$14K	Buy	390 +100	+34%	+$4.11K	﹤0.01%	1003
2021 Q2	$15K	Hold	290	–	–	﹤0.01%	951
2021 Q1	$11K	Hold	290	–	–	﹤0.01%	970
2020 Q4	$14K	Buy	+290	New	+$11.2K	﹤0.01%	876

Other funds holding NIO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return