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Perigon Wealth Management’s NIO NIO Stock Holding History

Perigon Wealth Management’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 		$55.5K Buy
10,962
+393
+4% +$2.29K ﹤0.01% 1419
2026
Q1 		$63.7K Sell
10,569
-1,392
-12% -$7.03K ﹤0.01% 1278
2025
Q4 		$61K Buy
11,961
+723
+6% +$4.46K ﹤0.01% 1298
2025
Q3 		$85.6K Buy
11,238
+270
+2% +$1.45K ﹤0.01% 1206
2025
Q2 		$37.6K Sell
10,968
-354
-3% -$1.32K ﹤0.01% 1048
2025
Q1 		$43.1K Sell
11,322
-3,447
-23% -$15.2K ﹤0.01% 1021
2024
Q4 		$61.4K Buy
14,769
+2,867
+24% +$14.6K ﹤0.01% 1033
2024
Q3 		$79.5K Sell
11,902
-912
-7% -$4.19K ﹤0.01% 977
2024
Q2 		$53.3K Buy
12,814
+1,497
+13% +$7.08K ﹤0.01% 857
2024
Q1 		$50.9K Buy
+11,317
New +$68.2K ﹤0.01% 846
2022
Q2 		– Sell
-11,833
Closed -$249K – 604
2022
Q1 		$249K Buy
11,833
+35
+0.3% +$824 0.02% 526
2021
Q4 		$374K Buy
11,798
+45
+0.4% +$1.65K 0.03% 406
2021
Q3 		$419K Sell
11,753
-2,065
-15% -$84.8K 0.04% 345
2021
Q2 		$735K Sell
13,818
-2,880
-17% -$115K 0.07% 240
2021
Q1 		$651K Buy
16,698
+5,378
+48% +$274K 0.07% 245
2020
Q4 		$552K Sell
11,320
-610
-5% -$23.6K 0.06% 234
2020
Q3 		$253K Buy
+11,930
New +$184K 0.04% 324

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

Perigon Wealth Management's NIO Position: Q2 2026 in Review

Perigon Wealth Management increased its NIO (NIO) stake by 3.7% in Q2 2026, buying an estimated $2.29K and bringing the position to 10,962 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Perigon Wealth Management first reported a position in NIO in Q3 2020 and has held it in 17 quarters since. The position peaked at $735K in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Perigon Wealth Management held 10,962 shares of NIO worth $55.5K as of Q2 2026.
  • Perigon Wealth Management bought 393 NIO shares in Q2 2026, an estimated $2.29K.
  • NIO made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1419 holding.
  • Perigon Wealth Management first reported a position in NIO in Q3 2020 and has held it in 17 quarters since.
  • Perigon Wealth Management's NIO position peaked at $735K in Q2 2021.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.