Pathstone Holdings’s Niu Technologies NIU Stock Holding History

Pathstone Holdings’s Portfolio NIU Stock Details NIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$209K	Buy	103,147 +1,054	+1%	+$2.79K	﹤0.01%	2218
2026 Q1	$295K	Sell	102,093 -1,054	-1%	-$3.5K	﹤0.01%	1981
2025 Q4	$313K	Sell	103,147 -1,324	-1%	-$5.12K	﹤0.01%	1947
2025 Q3	$490K	Sell	104,471 -7,447	-7%	-$30.4K	﹤0.01%	1781
2025 Q2	$376K	Sell	111,918 -7,748	-6%	-$26.6K	﹤0.01%	1837
2025 Q1	$488K	Hold	119,666	–	–	﹤0.01%	1724
2024 Q4	$214K	Buy	119,666 +36,682	+44%	+$78.9K	﹤0.01%	2141
2024 Q3	$191K	Buy	82,984 +12,055	+17%	+$23.3K	﹤0.01%	2180
2024 Q2	$123K	Sell	70,929 -243	-0.3%	-$499	﹤0.01%	2210
2024 Q1	$120K	Sell	71,172 -218	-0.3%	-$398	﹤0.01%	2208
2023 Q4	$156K	Buy	+71,390	New	+$163K	﹤0.01%	2095

Other funds holding NIU

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pathstone Holdings's NIU Position: Q2 2026 in Review

Pathstone Holdings increased its Niu Technologies (NIU) stake by 1% in Q2 2026, buying an estimated $2.79K and bringing the position to 103,147 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Pathstone Holdings first reported a position in NIU in Q4 2023 and has held it in 11 quarters since. The position peaked at $490K in Q3 2025. 49 funds tracked by Wall St. Rank hold NIU as of Q2 2026.

Pathstone Holdings held 103,147 shares of Niu Technologies worth $209K as of Q2 2026.
Pathstone Holdings bought 1,054 Niu Technologies shares in Q2 2026, an estimated $2.79K.
Niu Technologies made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #2218 holding.
Pathstone Holdings first reported a position in Niu Technologies in Q4 2023 and has held it in 11 quarters since.
Pathstone Holdings's Niu Technologies position peaked at $490K in Q3 2025.
49 funds tracked by Wall St. Rank held Niu Technologies as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.