HWP
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Highline Wealth Partners’s NIO NIO Stock Holding History

Highline Wealth Partners’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 		$2.85K Sell
563
-193
-26% -$1.12K ﹤0.01% 1082
2026
Q1 		$4.56K Buy
756
+118
+18% +$596 ﹤0.01% 761
2025
Q4 		$3.25K Buy
638
+489
+328% +$3.02K ﹤0.01% 697
2025
Q3 		$1.14K Buy
+149
New +$803 ﹤0.01% 912
2025
Q2 		– Sell
-195
Closed -$743 – 1020
2025
Q1 		$743 Buy
+195
New +$858 ﹤0.01% 788
2024
Q4 		– Sell
-52
Closed -$347 – 644
2024
Q3 		$347 Buy
52
+7
+16% +$32 ﹤0.01% 580
2024
Q2 		$187 Buy
+45
New +$213 ﹤0.01% 556
2023
Q2 		– Sell
-4,687
Closed -$49.3K – 344
2023
Q1 		$49.3K Hold
4,687
– – 0.03% 106
2022
Q4 		$45.7K Hold
4,687
– – 0.03% 110
2022
Q3 		$73.9K Buy
+4,687
New +$92.7K 0.06% 93

Other funds holding NIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
ANHIM
Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Highline Wealth Partners's NIO Position: Q2 2026 in Review

Highline Wealth Partners reduced its NIO (NIO) stake by 26% in Q2 2026, selling an estimated $1.12K and leaving 563 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Highline Wealth Partners first reported a position in NIO in Q3 2022 and has held it in 10 quarters since. The position peaked at $73.9K in Q3 2022. 61 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Highline Wealth Partners held 563 shares of NIO worth $2.85K as of Q2 2026.
  • Highline Wealth Partners sold 193 NIO shares in Q2 2026, an estimated $1.12K.
  • NIO made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1082 holding.
  • Highline Wealth Partners first reported a position in NIO in Q3 2022 and has held it in 10 quarters since.
  • Highline Wealth Partners's NIO position peaked at $73.9K in Q3 2022.
  • 61 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.