Perigon Wealth Management
NIO icon

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
Q3 		$52.9K Buy
15,434
+4,472
+41% +$19.5K ﹤0.01% 1453
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

Leonteq Securities AG
Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Profund Advisors
Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return
Alliance Wealth Advisors (Pennsylvania)
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Perigon Wealth Management's NIO Position: Q3 2026 in Review

Perigon Wealth Management increased its NIO (NIO) stake by 41% in Q3 2026, buying an estimated $19.5K and bringing the position to 15,434 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Perigon Wealth Management first reported a position in NIO in Q3 2020 and has held it in 18 quarters since. The position peaked at $735K in Q2 2021. 119 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

  • Perigon Wealth Management held 15,434 shares of NIO worth $52.9K as of Q3 2026.
  • Perigon Wealth Management bought 4,472 NIO shares in Q3 2026, an estimated $19.5K.
  • NIO made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1453 holding.
  • Perigon Wealth Management first reported a position in NIO in Q3 2020 and has held it in 18 quarters since.
  • Perigon Wealth Management's NIO position peaked at $735K in Q2 2021.
  • 119 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.