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Modern Wealth Management’s NIO NIO Stock Holding History

Modern 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 		$78.4K Buy
15,498
+212
+1% +$1.24K ﹤0.01% 1084
2026
Q1 		$94.8K Buy
+15,286
New +$77.2K ﹤0.01% 865

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Modern Wealth Management increased its NIO (NIO) stake by 1.4% in Q2 2026, buying an estimated $1.24K and bringing the position to 15,498 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Modern Wealth Management first reported a position in NIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $94.8K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Modern Wealth Management held 15,498 shares of NIO worth $78.4K as of Q2 2026.
  • Modern Wealth Management bought 212 NIO shares in Q2 2026, an estimated $1.24K.
  • NIO made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1084 holding.
  • Modern Wealth Management first reported a position in NIO in Q1 2026 and has held it in 2 quarters since.
  • Modern Wealth Management's NIO position peaked at $94.8K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.