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 Q3	$69	Sell	20 -126	-86%	-$549	﹤0.01%	2425
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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Physician Wealth Advisors's NIO Position: Q3 2026 in Review

Physician Wealth Advisors reduced its NIO (NIO) stake by 86% in Q3 2026, selling an estimated $549 and leaving 20 shares worth $69. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

Physician Wealth Advisors first reported a position in NIO in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.47K in Q3 2025. 193 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Physician Wealth Advisors held 20 shares of NIO worth $69 as of Q3 2026.
Physician Wealth Advisors sold 126 NIO shares in Q3 2026, an estimated $549.
NIO made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2425 holding.
Physician Wealth Advisors first reported a position in NIO in Q4 2024 and has held it in 8 quarters since.
Physician Wealth Advisors's NIO position peaked at $2.47K in Q3 2025.
193 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.