Medallion Wealth Advisors’s NIO NIO Stock Holding History

Medallion Wealth Advisors’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	$2.78K	Hold	549	–	–	﹤0.01%	933
2026 Q1	$3.31K	Hold	549	–	–	﹤0.01%	940
2025 Q4	$2.8K	Hold	549	–	–	﹤0.01%	940
2025 Q3	$4.18K	Sell	549 -2,312	-81%	-$12.5K	﹤0.01%	883
2025 Q2	$10K	Hold	2,861	–	–	﹤0.01%	733
2025 Q1	$11.1K	Buy	2,861 +2,085	+269%	+$9.18K	0.01%	670
2024 Q4	$3.38K	Buy	+776	New	+$3.95K	﹤0.01%	792

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

Medallion Wealth Advisors's NIO Position: Q2 2026 in Review

Medallion Wealth Advisors held its NIO (NIO) position steady in Q2 2026 at 549 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Medallion Wealth Advisors first reported a position in NIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.1K in Q1 2025. 422 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Medallion Wealth Advisors held 549 shares of NIO worth $2.78K as of Q2 2026.
Medallion Wealth Advisors left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #933 holding.
Medallion Wealth Advisors first reported a position in NIO in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's NIO position peaked at $11.1K in Q1 2025.
422 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.