Kestra Advisory Services’s NIO NIO Stock Holding History

Kestra Advisory Services’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	$191K	Buy	37,750 +2,372	+7%	+$13.8K	﹤0.01%	3113
2026 Q1	$213K	Buy	35,378 +373	+1%	+$1.88K	﹤0.01%	2901
2025 Q4	$179K	Buy	35,005 +2,987	+9%	+$18.4K	﹤0.01%	2993
2025 Q3	$244K	Buy	32,018 +4,554	+17%	+$24.5K	﹤0.01%	2600
2025 Q2	$94.2K	Sell	27,464 -20,408	-43%	-$76.1K	﹤0.01%	2741
2025 Q1	$182K	Sell	47,872 -21,961	-31%	-$96.7K	﹤0.01%	2499
2024 Q4	$304K	Buy	69,833 +38,692	+124%	+$197K	﹤0.01%	2202
2024 Q3	$208K	Sell	31,141 -17,303	-36%	-$79.5K	﹤0.01%	2344
2024 Q2	$202K	Sell	48,444 -15,851	-25%	-$75K	﹤0.01%	2409
2024 Q1	$289K	Buy	64,295 +12,995	+25%	+$78.4K	﹤0.01%	2016
2023 Q4	$465K	Buy	51,300 +10,321	+25%	+$81.9K	﹤0.01%	1570
2023 Q3	$370K	Sell	40,979 -7,630	-16%	-$84.9K	﹤0.01%	1535
2023 Q2	$471K	Sell	48,609 -3,560	-7%	-$30.1K	﹤0.01%	1350
2023 Q1	$548K	Sell	52,169 -3,751	-7%	-$38.3K	0.01%	1228
2022 Q4	$545K	Buy	55,920 +3,755	+7%	+$43.3K	﹤0.01%	1366
2022 Q3	$823K	Sell	52,165 -1,981	-4%	-$39.2K	0.01%	1059
2022 Q2	$1.18M	Sell	54,146 -11,587	-18%	-$213K	0.01%	897
2022 Q1	$1.38M	Buy	65,733 +17,877	+37%	+$421K	0.01%	814
2021 Q4	$1.52M	Sell	47,856 -3,641	-7%	-$134K	0.02%	799
2021 Q3	$1.83M	Sell	51,497 -6,896	-12%	-$283K	0.02%	750
2021 Q2	$3.11M	Buy	58,393 +2,758	+5%	+$110K	0.04%	504
2021 Q1	$2.17M	Buy	55,635 +12,291	+28%	+$626K	0.03%	569
2020 Q4	$2.1M	Buy	43,344 +16,104	+59%	+$623K	0.02%	586
2020 Q3	$584K	Buy	+27,240	New	+$419K	0.01%	820

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Kestra Advisory Services's NIO Position: Q2 2026 in Review

Kestra Advisory Services increased its NIO (NIO) stake by 6.7% in Q2 2026, buying an estimated $13.8K and bringing the position to 37,750 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #3113.

Kestra Advisory Services first reported a position in NIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.11M in Q2 2021. 138 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Kestra Advisory Services held 37,750 shares of NIO worth $191K as of Q2 2026.
Kestra Advisory Services bought 2,372 NIO shares in Q2 2026, an estimated $13.8K.
NIO made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3113 holding.
Kestra Advisory Services first reported a position in NIO in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's NIO position peaked at $3.11M in Q2 2021.
138 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.