Mather Group’s NIO NIO Stock Holding History

Mather Group’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
2025 Q2	–	Sell	-150	Closed	-$572	–	1330
2025 Q1	$572	Buy	+150	New	+$660	﹤0.01%	1677
2024 Q3	–	Sell	-128	Closed	-$576	–	2026
2024 Q2	$576	Buy	+128	New	+$605	﹤0.01%	2056

Other funds holding NIO

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Mather Group's NIO Position: Q2 2025 in Review

Mather Group sold out of NIO (NIO) in Q2 2025, closing a stake of 150 shares — an estimated $572 sold.

Mather Group first reported a position in NIO in Q2 2024 and held it in 2 quarters. The position peaked at $576 in Q2 2024. 382 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

Mather Group reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
Mather Group sold 150 NIO shares in Q2 2025, an estimated $572.
Mather Group first reported a position in NIO in Q2 2024 and held it in 2 quarters.
Mather Group's NIO position peaked at $576 in Q2 2024.
382 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.