JFS Wealth Advisors’s NIO NIO Stock Holding History

JFS 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	$957	Buy	189 +114	+152%	+$664	﹤0.01%	1822
2026 Q1	$453	Hold	75	–	–	﹤0.01%	1779
2025 Q4	$383	Sell	75 -500	-87%	-$3.08K	﹤0.01%	1831
2025 Q3	$4.38K	Hold	575	–	–	﹤0.01%	1170
2025 Q2	$1.97K	Sell	575 -495	-46%	-$1.84K	﹤0.01%	1394
2025 Q1	$4.08K	Sell	1,070 -64	-6%	-$282	﹤0.01%	1206
2024 Q4	$4.95K	Buy	1,134 +39	+4%	+$198	﹤0.01%	1129
2024 Q3	$7.32K	Buy	1,095 +526	+92%	+$2.42K	﹤0.01%	968
2024 Q2	$2.37K	Sell	569 -155	-21%	-$733	﹤0.01%	1373
2024 Q1	$3.26K	Buy	724 +87	+14%	+$525	﹤0.01%	1264
2023 Q4	$5.78K	Sell	637 -11	-2%	-$87	﹤0.01%	996
2023 Q3	$5.86K	Buy	648 +41	+7%	+$456	﹤0.01%	925
2023 Q2	$5.88K	Sell	607 -40	-6%	-$339	﹤0.01%	923
2023 Q1	$6.8K	Buy	647 +76	+13%	+$777	﹤0.01%	876
2022 Q4	$5.57K	Sell	571 -179	-24%	-$2.06K	﹤0.01%	953
2022 Q3	$12K	Buy	750 +166	+28%	+$3.29K	﹤0.01%	684
2022 Q2	$13K	Buy	584 +84	+17%	+$1.54K	﹤0.01%	700
2022 Q1	$11K	Sell	500 -42	-8%	-$989	﹤0.01%	767
2021 Q4	$17K	Buy	542 +42	+8%	+$1.54K	﹤0.01%	605
2021 Q3	$18K	Sell	500 -200	-29%	-$8.22K	﹤0.01%	559
2021 Q2	$37K	Hold	700	–	–	0.01%	301
2021 Q1	$27K	Buy	700 +200	+40%	+$10.2K	0.01%	312
2020 Q4	$24K	Hold	500	–	–	0.01%	317
2020 Q3	$11K	Hold	500	–	–	﹤0.01%	392
2020 Q2	$4K	Buy	+500	New	+$2.2K	﹤0.01%	445

Other funds holding NIO

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

JFS Wealth Advisors increased its NIO (NIO) stake by 152% in Q2 2026, buying an estimated $664 and bringing the position to 189 shares worth $957. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

JFS Wealth Advisors first reported a position in NIO in Q2 2020 and has held it in 25 quarters since. The position peaked at $37K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

JFS Wealth Advisors held 189 shares of NIO worth $957 as of Q2 2026.
JFS Wealth Advisors bought 114 NIO shares in Q2 2026, an estimated $664.
NIO made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1822 holding.
JFS Wealth Advisors first reported a position in NIO in Q2 2020 and has held it in 25 quarters since.
JFS Wealth Advisors's NIO position peaked at $37K in Q2 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.