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HB Wealth Management’s NIO NIO Stock Holding History

HB 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 		$55.4K Sell
10,955
-1,243
-10% -$7.24K ﹤0.01% 1676
2026
Q1 		$73.6K Buy
+12,198
New +$61.6K ﹤0.01% 1515

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

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

HB Wealth Management reduced its NIO (NIO) stake by 10% in Q2 2026, selling an estimated $7.24K and leaving 10,955 shares worth $55.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

HB Wealth Management first reported a position in NIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $73.6K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • HB Wealth Management held 10,955 shares of NIO worth $55.4K as of Q2 2026.
  • HB Wealth Management sold 1,243 NIO shares in Q2 2026, an estimated $7.24K.
  • NIO made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1676 holding.
  • HB Wealth Management first reported a position in NIO in Q1 2026 and has held it in 2 quarters since.
  • HB Wealth Management's NIO position peaked at $73.6K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.