Navis Wealth Advisors’s NIO NIO Stock Holding History

Navis Wealth Advisors’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	-10,500	Closed	-$63.3K	–	195
2026 Q1	$63.3K	Sell	10,500 -10,000	-49%	-$50.5K	0.03%	174
2025 Q4	$105K	Buy	+20,500	New	+$126K	0.04%	177

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

Navis Wealth Advisors's NIO Position: Q2 2026 in Review

Navis Wealth Advisors sold out of NIO (NIO) in Q2 2026, closing a stake of 10,500 shares — an estimated $63.3K sold.

Navis Wealth Advisors first reported a position in NIO in Q4 2025 and held it in 2 quarters. The position peaked at $105K in Q4 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Navis Wealth Advisors reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
Navis Wealth Advisors sold 10,500 NIO shares in Q2 2026, an estimated $63.3K.
Navis Wealth Advisors first reported a position in NIO in Q4 2025 and held it in 2 quarters.
Navis Wealth Advisors's NIO position peaked at $105K in Q4 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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