Heritage Wealth Advisors’s NIO NIO Stock Holding History

Heritage Wealth 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
2026 Q1	$1.47K	Hold	243	–	–	﹤0.01%	639
2025 Q4	$1.24K	Hold	243	–	–	﹤0.01%	554
2025 Q3	$1.85K	Hold	243	–	–	﹤0.01%	528
2025 Q2	$833	Hold	243	–	–	﹤0.01%	538
2025 Q1	$926	Hold	243	–	–	﹤0.01%	537
2024 Q4	$1.06K	Hold	243	–	–	﹤0.01%	572
2024 Q3	$1.62K	Hold	243	–	–	﹤0.01%	554
2024 Q2	$1.01K	Hold	243	–	–	﹤0.01%	487
2024 Q1	$1.09K	Hold	243	–	–	﹤0.01%	506
2023 Q4	$2.2K	Hold	243	–	–	﹤0.01%	501
2023 Q3	$2.2K	Hold	243	–	–	﹤0.01%	462
2023 Q2	$2.35K	Hold	243	–	–	﹤0.01%	496
2023 Q1	$2.55K	Hold	243	–	–	﹤0.01%	505
2022 Q4	$2.37K	Hold	243	–	–	﹤0.01%	505
2022 Q3	$3.83K	Hold	243	–	–	﹤0.01%	461
2022 Q2	$5K	Buy	243 +79	+48%	+$1.45K	﹤0.01%	492
2022 Q1	$3K	Hold	164	–	–	﹤0.01%	489
2021 Q4	$5K	Buy	164 +29	+21%	+$1.07K	﹤0.01%	484
2021 Q3	$4.81K	Buy	135 +110	+440%	+$4.52K	﹤0.01%	476
2021 Q2	$1.33K	Hold	25	–	–	﹤0.01%	524
2021 Q1	$975	Buy	+25	New	+$1.27K	﹤0.01%	535

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's NIO Position: Q1 2026 in Review

Heritage Wealth Advisors held its NIO (NIO) position steady in Q1 2026 at 243 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Heritage Wealth Advisors first reported a position in NIO in Q1 2021 and has held it in 21 quarters since. The position peaked at $5K in Q2 2022. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Heritage Wealth Advisors held 243 shares of NIO worth $1.47K as of Q1 2026.
Heritage Wealth Advisors left its NIO share count unchanged in Q1 2026.
NIO made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #639 holding.
Heritage Wealth Advisors first reported a position in NIO in Q1 2021 and has held it in 21 quarters since.
Heritage Wealth Advisors's NIO position peaked at $5K in Q2 2022.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.