Medallion Wealth Advisors
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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
Q3 		– Sell
-549
Closed -$2.78K – 1272
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Medallion Wealth Advisors's NIO Position: Q3 2026 in Review

Medallion Wealth Advisors sold out of NIO (NIO) in Q3 2026, closing a stake of 549 shares — an estimated $2.78K sold.

Medallion Wealth Advisors first reported a position in NIO in Q4 2024 and held it in 7 quarters. The position peaked at $11.1K in Q1 2025. 318 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

  • Medallion Wealth Advisors reported no remaining NIO position as of Q3 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 549 NIO shares in Q3 2026, an estimated $2.78K.
  • Medallion Wealth Advisors first reported a position in NIO in Q4 2024 and held it in 7 quarters.
  • Medallion Wealth Advisors's NIO position peaked at $11.1K in Q1 2025.
  • 318 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.