New England Capital Financial Advisors’s NIO NIO Stock Holding History

New England Capital Financial 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	$1.32K	Buy	+262	New	+$1.53K	﹤0.01%	374
2026 Q1	–	Sell	-262	Closed	-$1.34K	–	431
2025 Q4	$1.34K	Hold	262	–	–	﹤0.01%	365
2025 Q3	$2K	Hold	262	–	–	﹤0.01%	347
2025 Q2	$898	Buy	262 +130	+98%	+$484	﹤0.01%	367
2025 Q1	$502	Hold	132	–	–	﹤0.01%	359
2024 Q4	$575	Hold	132	–	–	﹤0.01%	370
2024 Q3	$881	Buy	132 +126	+2,100%	+$579	﹤0.01%	351
2024 Q2	$24	Hold	6	–	–	﹤0.01%	400
2024 Q1	$26	Buy	+6	New	+$36	﹤0.01%	396

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

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

New England Capital Financial Advisors's NIO Position: Q2 2026 in Review

New England Capital Financial Advisors opened a new position in NIO (NIO) in Q2 2026: 262 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: New England Capital Financial Advisors previously reported a position in NIO as recently as Q4 2025.

New England Capital Financial Advisors first reported a position in NIO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2K in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

New England Capital Financial Advisors held 262 shares of NIO worth $1.32K as of Q2 2026.
NIO was a new New England Capital Financial Advisors position in Q2 2026.
NIO made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #374 holding.
New England Capital Financial Advisors first reported a position in NIO in Q1 2024 and has held it in 9 quarters since.
New England Capital Financial Advisors's NIO position peaked at $2K in Q3 2025.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.