OIA
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OneDigital Investment Advisors’s NIO NIO Stock Holding History

OneDigital Investment 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 		$76.2K Hold
15,050
– – ﹤0.01% 1553
2026
Q1 		$90.8K Buy
15,050
+2,000
+15% +$10.1K ﹤0.01% 1427
2025
Q4 		$66.6K Sell
13,050
-5,115
-28% -$31.6K ﹤0.01% 1484
2025
Q3 		$138K Buy
18,165
+314
+2% +$1.69K ﹤0.01% 1446
2025
Q2 		$61.2K Buy
17,851
+1,484
+9% +$5.53K ﹤0.01% 1423
2025
Q1 		$62.4K Sell
16,367
-147
-0.9% -$647 ﹤0.01% 1372
2024
Q4 		$72K Sell
16,514
-255
-2% -$1.3K ﹤0.01% 1372
2024
Q3 		$112K Buy
16,769
+188
+1% +$864 ﹤0.01% 1394
2024
Q2 		$69K Buy
16,581
+1,187
+8% +$5.62K ﹤0.01% 1335
2024
Q1 		$69.3K Sell
15,394
-210
-1% -$1.27K ﹤0.01% 1063
2023
Q4 		$142K Sell
15,604
-3,738
-19% -$29.7K ﹤0.01% 1069
2023
Q3 		$175K Buy
19,342
+3,959
+26% +$44.1K ﹤0.01% 947
2023
Q2 		$149K Sell
15,383
-422
-3% -$3.57K ﹤0.01% 973
2023
Q1 		$166K Sell
15,805
-884
-5% -$9.04K ﹤0.01% 926
2022
Q4 		$163K Sell
16,689
-4,302
-20% -$49.6K ﹤0.01% 784
2022
Q3 		$331K Buy
20,991
+568
+3% +$11.2K 0.01% 568
2022
Q2 		$444K Buy
20,423
+2,771
+16% +$50.8K 0.02% 448
2022
Q1 		$372K Buy
17,652
+4,443
+34% +$105K 0.01% 528
2021
Q4 		$418K Sell
13,209
-1,121
-8% -$41.2K 0.01% 502
2021
Q3 		$511K Sell
14,330
-1,013
-7% -$41.6K 0.02% 408
2021
Q2 		$816K Sell
15,343
-7,108
-32% -$285K 0.03% 294
2021
Q1 		$875K Buy
22,451
+9,996
+80% +$509K 0.04% 273
2020
Q4 		$607K Buy
12,455
+560
+5% +$21.7K 0.03% 318
2020
Q3 		$252K Buy
+11,895
New +$183K 0.02% 485

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

OneDigital Investment Advisors's NIO Position: Q2 2026 in Review

OneDigital Investment Advisors held its NIO (NIO) position steady in Q2 2026 at 15,050 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

OneDigital Investment Advisors first reported a position in NIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $875K in Q1 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • OneDigital Investment Advisors held 15,050 shares of NIO worth $76.2K as of Q2 2026.
  • OneDigital Investment Advisors left its NIO share count unchanged in Q2 2026.
  • NIO made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1553 holding.
  • OneDigital Investment Advisors first reported a position in NIO in Q3 2020 and has held it in 24 quarters since.
  • OneDigital Investment Advisors's NIO position peaked at $875K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.