MFG
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Merit Financial Group’s NIO NIO Stock Holding History

Merit Financial 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
2026
Q2 		– Sell
-11,153
Closed -$67.3K – 2417
2026
Q1 		$67.3K Buy
+11,153
New +$56.3K ﹤0.01% 2045
2023
Q1 		– Sell
-30,391
Closed -$296K – 690
2022
Q4 		$296K Sell
30,391
-35
-0.1% -$403 0.01% 545
2022
Q3 		$480K Buy
30,426
+50
+0.2% +$989 0.02% 366
2022
Q2 		$660K Buy
+30,376
New +$557K 0.02% 311
2022
Q1 		– Sell
-6,349
Closed -$201K – 391
2021
Q4 		$201K Sell
6,349
-1,050
-14% -$38.6K 0.02% 265
2021
Q3 		$264K Buy
7,399
+500
+7% +$20.5K 0.03% 225
2021
Q2 		$367K Sell
6,899
-600
-8% -$24K 0.03% 182
2021
Q1 		$292K Buy
7,499
+964
+15% +$49.1K 0.03% 194
2020
Q4 		$319K Buy
+6,535
New +$253K 0.03% 164

Other funds holding NIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
ANHIM
Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Merit Financial Group's NIO Position: Q2 2026 in Review

Merit Financial Group sold out of NIO (NIO) in Q2 2026, closing a stake of 11,153 shares — an estimated $67.3K sold.

Merit Financial Group first reported a position in NIO in Q4 2020 and held it in 9 quarters. The position peaked at $660K in Q2 2022. 54 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Merit Financial Group reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 11,153 NIO shares in Q2 2026, an estimated $67.3K.
  • Merit Financial Group first reported a position in NIO in Q4 2020 and held it in 9 quarters.
  • Merit Financial Group's NIO position peaked at $660K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.