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Laurel Oak Wealth Management’s NIO NIO Stock Holding History

Laurel Oak 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 		$52.1K Hold
10,291
– – 0.01% 378
2026
Q1 		$62.1K Hold
10,291
– – 0.01% 355
2025
Q4 		$52.5K Buy
+10,291
New +$63.5K 0.01% 358

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

Laurel Oak Wealth Management's NIO Position: Q2 2026 in Review

Laurel Oak Wealth Management held its NIO (NIO) position steady in Q2 2026 at 10,291 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #378.

Laurel Oak Wealth Management first reported a position in NIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $62.1K in Q1 2026. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Laurel Oak Wealth Management held 10,291 shares of NIO worth $52.1K as of Q2 2026.
  • Laurel Oak Wealth Management left its NIO share count unchanged in Q2 2026.
  • NIO made up 0.01% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #378 holding.
  • Laurel Oak Wealth Management first reported a position in NIO in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's NIO position peaked at $62.1K in Q1 2026.
  • 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.