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Larson Financial Group’s NIO NIO Stock Holding History

Larson Financial Group’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
2021
Q1 		– Sell
-600
Closed -$2K – 897
2020
Q4 		$2K Buy
+600
New +$23.2K ﹤0.01% 646

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

Larson Financial Group's NIO Position: Q2 2026 in Review

Larson Financial Group reduced its NIO (NIO) stake by 38% in Q2 2026, selling an estimated $2.24K and leaving 639 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2945.

Larson Financial Group first reported a position in NIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $210K in Q1 2022. 422 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Larson Financial Group held 639 shares of NIO worth $3.23K as of Q2 2026.
  • Larson Financial Group sold 385 NIO shares in Q2 2026, an estimated $2.24K.
  • NIO made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2945 holding.
  • Larson Financial Group first reported a position in NIO in Q4 2020 and has held it in 23 quarters since.
  • Larson Financial Group's NIO position peaked at $210K in Q1 2022.
  • 422 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.