Meridian Wealth Management’s NIO NIO Stock Holding History

Meridian Wealth Management’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	$447K	Hold	88,407	–	–	0.01%	572
2026 Q1	$533K	Sell	88,407 -380	-0.4%	-$1.92K	0.02%	499
2025 Q4	$453K	Sell	88,787 -644	-0.7%	-$3.97K	0.02%	521
2025 Q3	$681K	Hold	89,431	–	–	0.03%	413
2025 Q2	$307K	Buy	89,431 +569	+0.6%	+$2.12K	0.01%	557
2025 Q1	$339K	Buy	88,862 +250	+0.3%	+$1.1K	0.02%	496
2024 Q4	$386K	Sell	88,612 -750	-0.8%	-$3.82K	0.02%	472
2024 Q3	$597K	Buy	89,362 +897	+1%	+$4.12K	0.03%	380
2024 Q2	$368K	Buy	+88,465	New	+$418K	0.04%	207
2024 Q1	–	Sell	-96,879	Closed	-$879K	–	392
2023 Q4	$879K	Buy	96,879 +7,030	+8%	+$55.8K	0.06%	279
2023 Q3	$812K	Buy	89,849 +74,968	+504%	+$834K	0.05%	270
2023 Q2	$144K	Sell	14,881 -3	-0%	-$25	0.01%	523
2023 Q1	$156K	Buy	14,884 +2,343	+19%	+$24K	0.01%	518
2022 Q4	$122K	Buy	+12,541	New	+$145K	0.01%	507
2022 Q3	–	Sell	-9,723	Closed	-$211K	–	548
2022 Q2	$211K	Buy	+9,723	New	+$178K	0.02%	506
2022 Q1	–	Sell	-7,751	Closed	-$246K	–	422
2021 Q4	$246K	Sell	7,751 -150	-2%	-$5.51K	0.03%	354
2021 Q3	$282K	Sell	7,901 -7,586	-49%	-$312K	0.03%	315
2021 Q2	$824K	Sell	15,487 -650	-4%	-$26K	0.11%	166
2021 Q1	$629K	Buy	16,137 +2,902	+22%	+$148K	0.09%	182
2020 Q4	$645K	Buy	13,235 +3,795	+40%	+$147K	0.1%	158
2020 Q3	$200K	Buy	+9,440	New	+$145K	0.05%	237

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

Meridian Wealth Management's NIO Position: Q2 2026 in Review

Meridian Wealth Management held its NIO (NIO) position steady in Q2 2026 at 88,407 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #572.

Meridian Wealth Management first reported a position in NIO in Q3 2020 and has held it in 21 quarters since. The position peaked at $879K in Q4 2023. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Meridian Wealth Management held 88,407 shares of NIO worth $447K as of Q2 2026.
Meridian Wealth Management left its NIO share count unchanged in Q2 2026.
NIO made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #572 holding.
Meridian Wealth Management first reported a position in NIO in Q3 2020 and has held it in 21 quarters since.
Meridian Wealth Management's NIO position peaked at $879K in Q4 2023.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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