Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.8K Hold
2,925
﹤0.01% 586
2026
Q1
$17.6K Sell
2,925
-2
-0.1% -$10 ﹤0.01% 528
2025
Q4
$14.9K Hold
2,927
﹤0.01% 553
2025
Q3
$22.3K Hold
2,927
﹤0.01% 443
2025
Q2
$10K Hold
2,927
﹤0.01% 569
2025
Q1
$11.2K Buy
+2,927
New +$12.9K ﹤0.01% 591

Other funds holding NIO

N.E.W. Advisory Services's NIO Position: Q2 2026 in Review

N.E.W. Advisory Services held its NIO (NIO) position steady in Q2 2026 at 2,925 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

N.E.W. Advisory Services first reported a position in NIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.3K in Q3 2025. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • N.E.W. Advisory Services held 2,925 shares of NIO worth $14.8K as of Q2 2026.
  • N.E.W. Advisory Services left its NIO share count unchanged in Q2 2026.
  • NIO made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #586 holding.
  • N.E.W. Advisory Services first reported a position in NIO in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's NIO position peaked at $22.3K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.