Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.63K Hold
436
﹤0.01% 328
2025
Q4
$2.22K Hold
436
﹤0.01% 470
2025
Q3
$3.32K Hold
436
﹤0.01% 212
2025
Q2
$1.5K Buy
+436
New +$1.63K ﹤0.01% 475

Other funds holding NIO

MASECO Private Wealth's NIO Position: Q1 2026 in Review

MASECO Private Wealth held its NIO (NIO) position steady in Q1 2026 at 436 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

MASECO Private Wealth first reported a position in NIO in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.32K in Q3 2025. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • MASECO Private Wealth held 436 shares of NIO worth $2.63K as of Q1 2026.
  • MASECO Private Wealth left its NIO share count unchanged in Q1 2026.
  • NIO made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #328 holding.
  • MASECO Private Wealth first reported a position in NIO in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's NIO position peaked at $3.32K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.