Root Financial Partners’s NIO NIO Stock Holding History

Root Financial Partners’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	-1,049	Closed	-$6.33K	–	2188
2026 Q1	$6.33K	Buy	1,049 +23	+2%	+$116	﹤0.01%	1863
2025 Q4	$5.23K	Buy	1,026 +16	+2%	+$99	﹤0.01%	1753
2025 Q3	$7.7K	Buy	+1,010	New	+$5.44K	﹤0.01%	1554

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

Root Financial Partners's NIO Position: Q2 2026 in Review

Root Financial Partners sold out of NIO (NIO) in Q2 2026, closing a stake of 1,049 shares — an estimated $6.33K sold.

Root Financial Partners first reported a position in NIO in Q3 2025 and held it in 3 quarters. The position peaked at $7.7K in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Root Financial Partners reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1,049 NIO shares in Q2 2026, an estimated $6.33K.
Root Financial Partners first reported a position in NIO in Q3 2025 and held it in 3 quarters.
Root Financial Partners's NIO position peaked at $7.7K in Q3 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.