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Prospera Financial Services’s NIO NIO Stock Holding History

Prospera Financial 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 		$153K Buy
30,315
+5,189
+21% +$30.2K ﹤0.01% 1418
2026
Q1 		$152K Sell
25,126
-500
-2% -$2.52K ﹤0.01% 1369
2025
Q4 		$131K Sell
25,626
-3,724
-13% -$23K ﹤0.01% 1322
2025
Q3 		$224K Buy
29,350
+370
+1% +$1.99K ﹤0.01% 1260
2025
Q2 		$99.4K Sell
28,980
-1,914
-6% -$7.13K ﹤0.01% 1283
2025
Q1 		$118K Sell
30,894
-150
-0.5% -$660 ﹤0.01% 1139
2024
Q4 		$135K Sell
31,044
-5,766
-16% -$29.3K ﹤0.01% 1105
2024
Q3 		$246K Sell
36,810
-130
-0.4% -$597 0.01% 1001
2024
Q2 		$154K Buy
36,940
+330
+0.9% +$1.56K ﹤0.01% 1088
2024
Q1 		$165K Sell
36,610
-962
-3% -$5.8K ﹤0.01% 1055
2023
Q4 		$341K Hold
37,572
– – 0.01% 792
2023
Q3 		$340K Buy
37,572
+3,829
+11% +$42.6K 0.01% 757
2023
Q2 		$327K Sell
33,743
-6,200
-16% -$52.5K 0.01% 759
2023
Q1 		$420K Sell
39,943
-1,283
-3% -$13.1K 0.02% 670
2022
Q4 		$402K Sell
41,226
-2,135
-5% -$24.6K 0.02% 595
2022
Q3 		$684K Buy
43,361
+5,660
+15% +$112K 0.04% 455
2022
Q2 		$819K Buy
37,701
+7,610
+25% +$140K 0.04% 411
2022
Q1 		$633K Buy
30,091
+3,346
+13% +$78.8K 0.03% 533
2021
Q4 		$848K Sell
26,745
-13,046
-33% -$479K 0.04% 446
2021
Q3 		$1.42M Buy
39,791
+2,379
+6% +$97.7K 0.07% 310
2021
Q2 		$1.99M Buy
37,412
+31,147
+497% +$1.25M 0.1% 242
2021
Q1 		$244K Buy
+6,265
New +$319K 0.01% 673
2020
Q4 		– Sell
-4,750
Closed -$101K – 1252
2020
Q3 		$101K Buy
+4,750
New +$73.1K 0.04% 403

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

Prospera Financial Services's NIO Position: Q2 2026 in Review

Prospera Financial Services increased its NIO (NIO) stake by 21% in Q2 2026, buying an estimated $30.2K and bringing the position to 30,315 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Prospera Financial Services first reported a position in NIO in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.99M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Prospera Financial Services held 30,315 shares of NIO worth $153K as of Q2 2026.
  • Prospera Financial Services bought 5,189 NIO shares in Q2 2026, an estimated $30.2K.
  • NIO made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1418 holding.
  • Prospera Financial Services first reported a position in NIO in Q3 2020 and has held it in 23 quarters since.
  • Prospera Financial Services's NIO position peaked at $1.99M in Q2 2021.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.