Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.17K Hold
525
﹤0.01% 3697
2025
Q4
$2.68K Buy
525
+100
+24% +$617 ﹤0.01% 3828
2025
Q3
$3.24K Sell
425
-100
-19% -$539 ﹤0.01% 3660
2025
Q2
$1.8K Sell
525
-941
-64% -$3.51K ﹤0.01% 3637
2025
Q1
$5.58K Buy
1,466
+11
+0.8% +$48 ﹤0.01% 3271
2024
Q4
$6.34K Sell
1,455
-34,579
-96% -$176K ﹤0.01% 3169
2024
Q3
$241K Buy
36,034
+22,802
+172% +$105K ﹤0.01% 1918
2024
Q2
$55K Buy
13,232
+738
+6% +$3.49K ﹤0.01% 2310
2024
Q1
$56.2K Sell
12,494
-14,866
-54% -$89.6K ﹤0.01% 2269
2023
Q4
$205K Sell
27,360
-2,757
-9% -$21.9K ﹤0.01% 1704
2023
Q3
$272K Sell
30,117
-8,360
-22% -$93.1K ﹤0.01% 1478
2023
Q2
$373K Sell
38,477
-74,238
-66% -$628K ﹤0.01% 1348
2023
Q1
$1.18M Buy
112,715
+91,571
+433% +$936K 0.01% 725
2022
Q4
$26.9K Buy
21,144
+234
+1% +$2.7K ﹤0.01% 2013
2022
Q3
$330K Sell
20,910
-80,076
-79% -$1.58M 0.01% 1160
2022
Q2
$2.19M Sell
100,986
-3,528
-3% -$64.7K 0.04% 419
2022
Q1
$2.2M Buy
104,514
+83,000
+386% +$1.95M 0.04% 398
2021
Q4
$682K Buy
21,514
+404
+2% +$14.8K 0.01% 925
2021
Q3
$752K Sell
21,110
-1,590
-7% -$65.3K 0.02% 628
2021
Q2
$1.21M Buy
22,700
+2,192
+11% +$87.8K 0.03% 439
2021
Q1
$799K Sell
20,508
-15,936
-44% -$812K 0.02% 520
2020
Q4
$1.78M Sell
36,444
-2,123
-6% -$82.1K 0.06% 282
2020
Q3
$818K Buy
38,567
+28,267
+274% +$435K 0.03% 434
2020
Q2
$80K Buy
+10,300
New +$45.3K ﹤0.01% 818

Other funds holding NIO

NewEdge Advisors's NIO Position: Q1 2026 in Review

NewEdge Advisors held its NIO (NIO) position steady in Q1 2026 at 525 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

NewEdge Advisors first reported a position in NIO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.2M in Q1 2022. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • NewEdge Advisors held 525 shares of NIO worth $3.17K as of Q1 2026.
  • NewEdge Advisors left its NIO share count unchanged in Q1 2026.
  • NIO made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3697 holding.
  • NewEdge Advisors first reported a position in NIO in Q2 2020 and has held it in 24 quarters since.
  • NewEdge Advisors's NIO position peaked at $2.2M in Q1 2022.
  • 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.