Pinnacle Wealth Planning Services’s NIO NIO Stock Holding History

Pinnacle Wealth Planning Services’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	$2.28K	Hold	451	–	–	﹤0.01%	2447
2026 Q1	$2.72K	Sell	451 -1,485	-77%	-$7.5K	﹤0.01%	2391
2025 Q4	$9.87K	Buy	+1,936	New	+$11.9K	﹤0.01%	2020
2024 Q4	–	Sell	-15,269	Closed	-$102K	–	507
2024 Q3	$102K	Sell	15,269 -11,028	-42%	-$50.7K	0.01%	507
2024 Q2	$109K	Buy	+26,297	New	+$124K	0.02%	473
2023 Q2	–	Sell	-10,942	Closed	-$115K	–	498
2023 Q1	$115K	Buy	+10,942	New	+$112K	0.02%	427
2021 Q1	–	Sell	-1,086	Closed	-$53K	–	1382
2020 Q4	$53K	Buy	+1,086	New	+$42K	0.01%	769

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

Pinnacle Wealth Planning Services's NIO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its NIO (NIO) position steady in Q2 2026 at 451 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Pinnacle Wealth Planning Services first reported a position in NIO in Q4 2020 and has held it in 7 quarters since. The position peaked at $115K in Q1 2023. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Pinnacle Wealth Planning Services held 451 shares of NIO worth $2.28K as of Q2 2026.
Pinnacle Wealth Planning Services left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2447 holding.
Pinnacle Wealth Planning Services first reported a position in NIO in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's NIO position peaked at $115K in Q1 2023.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.