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Prosperity Financial Group’s NIO NIO Stock Holding History

Prosperity Financial Group’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
Q1 		– Sell
-7,500
Closed -$38.3K – 196
2025
Q4 		$38.3K Hold
7,500
– – 0.01% 181
2025
Q3 		$57.1K Buy
+7,500
New +$40.4K 0.02% 177
2025
Q2 		– Sell
-15,000
Closed -$57.1K – 178
2025
Q1 		$57.1K Hold
15,000
– – 0.03% 160
2024
Q4 		$65.4K Buy
+15,000
New +$76.3K 0.03% 166

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
Aspex Management (HK)
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

Prosperity Financial Group's NIO Position: Q2 2026 in Review

Prosperity Financial Group increased its NIO (NIO) stake by 0.31% in Q2 2026, buying an estimated $437 and bringing the position to 24,475 shares worth $124K. The position accounts for 0.04% of the portfolio, ranked #182.

Prosperity Financial Group first reported a position in NIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $186K in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Prosperity Financial Group held 24,475 shares of NIO worth $124K as of Q2 2026.
  • Prosperity Financial Group bought 75 NIO shares in Q2 2026, an estimated $437.
  • NIO made up 0.04% of Prosperity Financial Group's portfolio in Q2 2026, its #182 holding.
  • Prosperity Financial Group first reported a position in NIO in Q4 2024 and has held it in 7 quarters since.
  • Prosperity Financial Group's NIO position peaked at $186K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.