Lloyd Advisory Services’s NIO NIO Stock Holding History

Lloyd 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	$1.29K	Buy	256 +156	+156%	+$909	﹤0.01%	550
2026 Q1	$603	Sell	100 -156	-61%	-$788	﹤0.01%	765
2025 Q4	$1.31K	Buy	+256	New	+$1.58K	﹤0.01%	473

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Lloyd Advisory Services increased its NIO (NIO) stake by 156% in Q2 2026, buying an estimated $909 and bringing the position to 256 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Lloyd Advisory Services first reported a position in NIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.31K in Q4 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Lloyd Advisory Services held 256 shares of NIO worth $1.29K as of Q2 2026.
Lloyd Advisory Services bought 156 NIO shares in Q2 2026, an estimated $909.
NIO made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #550 holding.
Lloyd Advisory Services first reported a position in NIO in Q4 2025 and has held it in 3 quarters since.
Lloyd Advisory Services's NIO position peaked at $1.31K in Q4 2025.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.