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 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mission Wealth Management's NIO Position: Q1 2026 in Review

Mission Wealth Management increased its NIO (NIO) stake by 0.26% in Q1 2026, buying an estimated $237 and bringing the position to 18,238 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Mission Wealth Management first reported a position in NIO in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.01M in Q3 2025. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Mission Wealth Management held 18,238 shares of NIO worth $110K as of Q1 2026.
Mission Wealth Management bought 47 NIO shares in Q1 2026, an estimated $237.
NIO made up ﹤0.01% of Mission Wealth Management's portfolio in Q1 2026, its #716 holding.
Mission Wealth Management first reported a position in NIO in Q2 2021 and has held it in 4 quarters since.
Mission Wealth Management's NIO position peaked at $1.01M in Q3 2025.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.