MASECO Private Wealth’s NIO NIO Stock Holding History

MASECO Private Wealth’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	–	Sell	-436	Closed	-$2.63K	–	363
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

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

MASECO Private Wealth's NIO Position: Q2 2026 in Review

MASECO Private Wealth sold out of NIO (NIO) in Q2 2026, closing a stake of 436 shares — an estimated $2.63K sold.

MASECO Private Wealth first reported a position in NIO in Q2 2025 and held it in 4 quarters. The position peaked at $3.32K in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

MASECO Private Wealth reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
MASECO Private Wealth sold 436 NIO shares in Q2 2026, an estimated $2.63K.
MASECO Private Wealth first reported a position in NIO in Q2 2025 and held it in 4 quarters.
MASECO Private Wealth's NIO position peaked at $3.32K in Q3 2025.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.