KWM
NIO icon

Koa Wealth Management’s NIO NIO Stock Holding History

Koa 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
2026
Q2 		– Sell
-11,000
Closed -$66.3K – 59
2026
Q1 		$66.3K Buy
+11,000
New +$55.5K 0.05% 56

Other funds holding NIO

Assenagon Asset Management
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SS
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
RG
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Koa Wealth Management's NIO Position: Q2 2026 in Review

Koa Wealth Management sold out of NIO (NIO) in Q2 2026, closing a stake of 11,000 shares — an estimated $66.3K sold.

Koa Wealth Management first reported a position in NIO in Q1 2026 and held it in 1 quarter. The position peaked at $66.3K in Q1 2026. 142 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Koa Wealth Management reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
  • Koa Wealth Management sold 11,000 NIO shares in Q2 2026, an estimated $66.3K.
  • Koa Wealth Management first reported a position in NIO in Q1 2026 and held it in 1 quarter.
  • Koa Wealth Management's NIO position peaked at $66.3K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.