Mission Wealth Management’s NIO NIO Stock Holding History

Mission 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	–	Sell	-18,238	Closed	-$110K	–	1085
2026 Q1	$110K	Buy	18,238 +47	+0.3%	+$237	﹤0.01%	716
2025 Q4	$92.8K	Sell	18,191 -114,209	-86%	-$705K	﹤0.01%	723
2025 Q3	$1.01M	Buy	+132,400	New	+$713K	0.02%	329
2021 Q3	–	Sell	-5,148	Closed	-$274K	–	522
2021 Q2	$274K	Buy	+5,148	New	+$206K	0.01%	419

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

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

Mission Wealth Management sold out of NIO (NIO) in Q2 2026, closing a stake of 18,238 shares — an estimated $110K sold.

Mission Wealth Management first reported a position in NIO in Q2 2021 and held it in 4 quarters. The position peaked at $1.01M in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Mission Wealth Management reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
Mission Wealth Management sold 18,238 NIO shares in Q2 2026, an estimated $110K.
Mission Wealth Management first reported a position in NIO in Q2 2021 and held it in 4 quarters.
Mission Wealth Management's NIO position peaked at $1.01M in Q3 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.