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Integrated Wealth Concepts’s NIO NIO Stock Holding History

Integrated Wealth Concepts’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 		$90.2K Sell
17,825
-7,437
-29% -$43.3K ﹤0.01% 2330
2026
Q1 		$152K Buy
25,262
+1,548
+7% +$7.82K ﹤0.01% 2144
2025
Q4 		$121K Sell
23,714
-3,202
-12% -$19.8K ﹤0.01% 1556
2025
Q3 		$205K Buy
26,916
+142
+0.5% +$765 ﹤0.01% 1845
2025
Q2 		$91.8K Buy
26,774
+1,782
+7% +$6.64K ﹤0.01% 1836
2025
Q1 		$95.2K Sell
24,992
-19,337
-44% -$85.1K ﹤0.01% 1678
2024
Q4 		$193K Sell
44,329
-5,877
-12% -$29.9K ﹤0.01% 1612
2024
Q3 		$335K Buy
50,206
+1,290
+3% +$5.93K ﹤0.01% 1266
2024
Q2 		$203K Sell
48,916
-220
-0.4% -$1.04K ﹤0.01% 1521
2024
Q1 		$221K Sell
49,136
-1,191
-2% -$7.18K ﹤0.01% 1478
2023
Q4 		$456K Sell
50,327
-578
-1% -$4.59K 0.01% 1038
2023
Q3 		$460K Sell
50,905
-881
-2% -$9.81K 0.01% 1014
2023
Q2 		$502K Buy
51,786
+13,655
+36% +$116K 0.01% 981
2023
Q1 		$401K Buy
38,131
+3,143
+9% +$32.1K 0.01% 932
2022
Q4 		$341K Sell
34,988
-531
-1% -$6.12K 0.01% 776
2022
Q3 		$560K Buy
35,519
+2,312
+7% +$45.8K 0.02% 555
2022
Q2 		$721K Buy
33,207
+3,050
+10% +$56K 0.02% 498
2022
Q1 		$635K Buy
30,157
+1,400
+5% +$33K 0.02% 518
2021
Q4 		$911K Buy
28,757
+1,615
+6% +$59.3K 0.03% 454
2021
Q3 		$967K Sell
27,142
-245
-0.9% -$10.1K 0.03% 390
2021
Q2 		$1.46M Buy
27,387
+537
+2% +$21.5K 0.05% 274
2021
Q1 		$1.05M Buy
26,850
+9,106
+51% +$464K 0.04% 286
2020
Q4 		$865K Sell
17,744
-1,707
-9% -$66K 0.04% 279
2020
Q3 		$413K Sell
19,451
-6,875
-26% -$106K 0.03% 391
2020
Q2 		$203K Buy
26,326
+5,926
+29% +$26K 0.01% 484
2020
Q1 		$57K Buy
20,400
+9,300
+84% +$34.6K 0.01% 407
2019
Q4 		$45K Sell
11,100
-9,000
-45% -$18.1K ﹤0.01% 466
2019
Q3 		$31K Hold
20,100
– – ﹤0.01% 419
2019
Q2 		$58K Buy
+20,100
New +$80.7K 0.01% 384

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

Integrated Wealth Concepts's NIO Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its NIO (NIO) stake by 29% in Q2 2026, selling an estimated $43.3K and leaving 17,825 shares worth $90.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Integrated Wealth Concepts first reported a position in NIO in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.46M in Q2 2021. 422 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Integrated Wealth Concepts held 17,825 shares of NIO worth $90.2K as of Q2 2026.
  • Integrated Wealth Concepts sold 7,437 NIO shares in Q2 2026, an estimated $43.3K.
  • NIO made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2330 holding.
  • Integrated Wealth Concepts first reported a position in NIO in Q2 2019 and has held it in 29 quarters since.
  • Integrated Wealth Concepts's NIO position peaked at $1.46M in Q2 2021.
  • 422 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.