Laurel Wealth Advisors (North Carolina)’s NIO NIO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q1	–	Sell	-9	Closed	-$46	–	480
2025 Q4	$46	Buy	+9	New	+$56	﹤0.01%	698
2025 Q2	–	Sell	-9	Closed	-$35	–	501
2025 Q1	$35	Hold	9	–	–	﹤0.01%	691
2024 Q4	$40	Hold	9	–	–	﹤0.01%	728
2024 Q3	$61	Hold	9	–	–	﹤0.01%	690
2024 Q2	$38	Hold	9	–	–	﹤0.01%	643
2024 Q1	$41	Hold	9	–	–	﹤0.01%	631
2023 Q4	$82	Hold	9	–	–	﹤0.01%	567
2023 Q3	$82	Hold	9	–	–	﹤0.01%	580
2023 Q2	$88	Hold	9	–	–	﹤0.01%	575
2023 Q1	$95	Sell	9 -5	-36%	-$51	﹤0.01%	576
2022 Q4	$137	Buy	+14	New	+$161	﹤0.01%	547
2022 Q3	–	Sell	-235	Closed	-$5K	–	583
2022 Q2	$5K	Buy	235 +5	+2%	+$92	﹤0.01%	451
2022 Q1	$5K	Buy	230 +5	+2%	+$118	﹤0.01%	483
2021 Q4	$7K	Hold	225	–	–	﹤0.01%	450
2021 Q3	$8K	Hold	225	–	–	﹤0.01%	425
2021 Q2	$12K	Hold	225	–	–	﹤0.01%	445
2021 Q1	$9K	Buy	225 +164	+269%	+$8.36K	﹤0.01%	436
2020 Q4	$3K	Buy	+61	New	+$2.36K	﹤0.01%	523

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s NIO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of NIO (NIO) in Q1 2026, closing a stake of 9 shares — an estimated $46 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in NIO in Q4 2020 and held it in 18 quarters. The position peaked at $12K in Q2 2021. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 9 NIO shares in Q1 2026, an estimated $46.
Laurel Wealth Advisors (North Carolina) first reported a position in NIO in Q4 2020 and held it in 18 quarters.
Laurel Wealth Advisors (North Carolina)'s NIO position peaked at $12K in Q2 2021.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.