Iron Horse Wealth Management’s NIO NIO Stock Holding History

Iron Horse 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	$113	Buy	33 +28	+560%	+$104	﹤0.01%	574
2025 Q1	$19	Hold	5	–	–	﹤0.01%	593
2024 Q4	$22	Hold	5	–	–	﹤0.01%	505
2024 Q3	$33	Hold	5	–	–	﹤0.01%	501
2024 Q2	$21	Hold	5	–	–	﹤0.01%	485
2024 Q1	$23	Hold	5	–	–	﹤0.01%	466
2023 Q4	$45	Hold	5	–	–	﹤0.01%	492
2023 Q3	$45	Hold	5	–	–	﹤0.01%	500
2023 Q2	$48	Hold	5	–	–	﹤0.01%	310
2023 Q1	$53	Hold	5	–	–	﹤0.01%	347
2022 Q4	$0	Hold	5	–	–	﹤0.01%	263
2022 Q3	$0	Hold	5	–	–	﹤0.01%	225
2022 Q2	$0	Hold	5	–	–	﹤0.01%	294
2022 Q1	$0	Sell	5 -23	-82%	-$542	﹤0.01%	253
2021 Q4	$1K	Hold	28	–	–	﹤0.01%	198
2021 Q3	$1K	Buy	28 +23	+460%	+$945	﹤0.01%	185
2021 Q2	$0	Hold	5	–	–	﹤0.01%	204
2021 Q1	$0	Buy	+5	New	+$255	﹤0.01%	196

Other funds holding NIO

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iron Horse Wealth Management's NIO Position: Q2 2025 in Review

Iron Horse Wealth Management increased its NIO (NIO) stake by 560% in Q2 2025, buying an estimated $104 and bringing the position to 33 shares worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Iron Horse Wealth Management first reported a position in NIO in Q1 2021 and has held it in 18 quarters since. The position peaked at $1K in Q4 2021. 385 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

Iron Horse Wealth Management held 33 shares of NIO worth $113 as of Q2 2025.
Iron Horse Wealth Management bought 28 NIO shares in Q2 2025, an estimated $104.
NIO made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #574 holding.
Iron Horse Wealth Management first reported a position in NIO in Q1 2021 and has held it in 18 quarters since.
Iron Horse Wealth Management's NIO position peaked at $1K in Q4 2021.
385 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.