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Redwood Wealth Management Group’s NIO NIO Stock Holding History

Redwood Wealth Management 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
Q2 		– Sell
-55,062
Closed -$332K – 79
2026
Q1 		$332K Sell
55,062
-6,283
-10% -$31.7K 0.14% 121
2025
Q4 		$313K Sell
61,345
-4,439
-7% -$27.4K 0.13% 125
2025
Q3 		$501K Sell
65,784
-3,422
-5% -$18.4K 0.21% 102
2025
Q2 		$237K Buy
69,206
+3,215
+5% +$12K 0.11% 161
2025
Q1 		$251K Sell
65,991
-351
-0.5% -$1.54K 0.13% 139
2024
Q4 		$290K Buy
66,342
+14,640
+28% +$74.5K 0.14% 128
2024
Q3 		$345K Sell
51,702
-2,650
-5% -$12.2K 0.17% 117
2024
Q2 		$226K Buy
54,352
+720
+1% +$3.41K 0.17% 108
2024
Q1 		$241K Buy
53,632
+3,450
+7% +$20.8K 0.26% 101
2023
Q4 		$455K Buy
50,182
+2,745
+6% +$21.8K 0.5% 60
2023
Q3 		$429K Buy
47,437
+3,595
+8% +$40K 0.5% 63
2023
Q2 		$425K Buy
43,842
+4,530
+12% +$38.3K 0.47% 63
2023
Q1 		$413K Buy
39,312
+3,628
+10% +$37.1K 0.47% 63
2022
Q4 		$348K Buy
+35,684
New +$411K 0.43% 66

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

Redwood Wealth Management Group's NIO Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of NIO (NIO) in Q2 2026, closing a stake of 55,062 shares — an estimated $332K sold.

Redwood Wealth Management Group first reported a position in NIO in Q4 2022 and held it in 14 quarters. The position peaked at $501K in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 55,062 NIO shares in Q2 2026, an estimated $332K.
  • Redwood Wealth Management Group first reported a position in NIO in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's NIO position peaked at $501K in Q3 2025.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.