Lodestone Wealth Management’s NIO NIO Stock Holding History

Lodestone 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	$759	Hold	150	–	–	﹤0.01%	741
2026 Q1	$905	Hold	150	–	–	﹤0.01%	725
2025 Q4	$765	Buy	+150	New	+$925	﹤0.01%	750

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

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

Lodestone Wealth Management held its NIO (NIO) position steady in Q2 2026 at 150 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Lodestone Wealth Management first reported a position in NIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $905 in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Lodestone Wealth Management held 150 shares of NIO worth $759 as of Q2 2026.
Lodestone Wealth Management left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #741 holding.
Lodestone Wealth Management first reported a position in NIO in Q4 2025 and has held it in 3 quarters since.
Lodestone Wealth Management's NIO position peaked at $905 in Q1 2026.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.