HHM Wealth Advisors’s NIO NIO Stock Holding History

HHM 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 Q2	$8.17K	Hold	1,615	–	–	﹤0.01%	655
2026 Q1	$9.74K	Hold	1,615	–	–	﹤0.01%	651
2025 Q4	$8.24K	Hold	1,615	–	–	﹤0.01%	643
2025 Q3	$12.3K	Hold	1,615	–	–	﹤0.01%	607
2025 Q2	$5.54K	Hold	1,615	–	–	﹤0.01%	681
2025 Q1	$6.15K	Hold	1,615	–	–	﹤0.01%	653
2024 Q4	$7.04K	Hold	1,615	–	–	﹤0.01%	639
2024 Q3	$10.8K	Hold	1,615	–	–	﹤0.01%	547
2024 Q2	$6.72K	Hold	1,615	–	–	﹤0.01%	602
2024 Q1	$7.27K	Hold	1,615	–	–	﹤0.01%	578
2023 Q4	$14.6K	Hold	1,615	–	–	﹤0.01%	453
2023 Q3	$14.6K	Hold	1,615	–	–	﹤0.01%	452
2023 Q2	$15.7K	Sell	1,615 -3	-0.2%	-$25	﹤0.01%	453
2023 Q1	$17K	Buy	1,618 +3	+0.2%	+$31	﹤0.01%	439
2022 Q4	$15.7K	Hold	1,615	–	–	﹤0.01%	393
2022 Q3	$25K	Sell	1,615 -8	-0.5%	-$158	0.01%	325
2022 Q2	$35K	Sell	1,623 -130	-7%	-$2.38K	0.01%	328
2022 Q1	$37K	Buy	1,753 +1,025	+141%	+$24.1K	0.01%	351
2021 Q4	$23K	Sell	728 -425	-37%	-$15.6K	0.01%	410
2021 Q3	$41K	Hold	1,153	–	–	0.01%	321
2021 Q2	$61K	Buy	1,153 +90	+8%	+$3.6K	0.02%	271
2021 Q1	$41K	Buy	+1,063	New	+$54.2K	0.01%	305
2020 Q4	–	Sell	-200	Closed	-$4K	–	554
2020 Q3	$4K	Buy	+200	New	+$3.08K	﹤0.01%	442

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ANHIM

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HHM Wealth Advisors's NIO Position: Q2 2026 in Review

HHM Wealth Advisors held its NIO (NIO) position steady in Q2 2026 at 1,615 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

HHM Wealth Advisors first reported a position in NIO in Q3 2020 and has held it in 23 quarters since. The position peaked at $61K in Q2 2021. 111 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

HHM Wealth Advisors held 1,615 shares of NIO worth $8.17K as of Q2 2026.
HHM Wealth Advisors left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #655 holding.
HHM Wealth Advisors first reported a position in NIO in Q3 2020 and has held it in 23 quarters since.
HHM Wealth Advisors's NIO position peaked at $61K in Q2 2021.
111 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.