HighMark Wealth Management’s NIO NIO Stock Holding History

HighMark 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
2025 Q2	–	Sell	-100	Closed	-$381	–	630
2025 Q1	$381	Buy	+100	New	+$440	﹤0.01%	534

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HighMark Wealth Management's NIO Position: Q2 2025 in Review

HighMark Wealth Management sold out of NIO (NIO) in Q2 2025, closing a stake of 100 shares — an estimated $381 sold.

HighMark Wealth Management first reported a position in NIO in Q1 2025 and held it in 1 quarter. The position peaked at $381 in Q1 2025. 382 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

HighMark Wealth Management reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
HighMark Wealth Management sold 100 NIO shares in Q2 2025, an estimated $381.
HighMark Wealth Management first reported a position in NIO in Q1 2025 and held it in 1 quarter.
HighMark Wealth Management's NIO position peaked at $381 in Q1 2025.
382 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on HighMark Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.