Physician Wealth Advisors’s NIO NIO Stock Holding History

Physician Wealth 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	$739	Sell	146 -148	-50%	-$862	﹤0.01%	1939
2026 Q1	$1.77K	Sell	294 -1	-0.3%	-$5	﹤0.01%	1405
2025 Q4	$1.5K	Sell	295 -29	-9%	-$179	﹤0.01%	1410
2025 Q3	$2.47K	Buy	324 +69	+27%	+$372	﹤0.01%	1131
2025 Q2	$875	Buy	255 +33	+15%	+$123	﹤0.01%	1517
2025 Q1	$846	Sell	222 -99	-31%	-$436	﹤0.01%	1204
2024 Q4	$1.4K	Buy	+321	New	+$1.63K	﹤0.01%	886

Other funds holding NIO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Physician Wealth Advisors's NIO Position: Q2 2026 in Review

Physician Wealth Advisors reduced its NIO (NIO) stake by 50% in Q2 2026, selling an estimated $862 and leaving 146 shares worth $739. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Physician Wealth Advisors first reported a position in NIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.47K in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Physician Wealth Advisors held 146 shares of NIO worth $739 as of Q2 2026.
Physician Wealth Advisors sold 148 NIO shares in Q2 2026, an estimated $862.
NIO made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1939 holding.
Physician Wealth Advisors first reported a position in NIO in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's NIO position peaked at $2.47K in Q3 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.