Sachetta’s NIO NIO Stock Holding History

Sachetta’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	$5.06K	Hold	1,000	–	–	﹤0.01%	651
2026 Q1	$6.03K	Hold	1,000	–	–	﹤0.01%	603
2025 Q4	$5.1K	Hold	1,000	–	–	﹤0.01%	540
2025 Q3	$7.62K	Hold	1,000	–	–	﹤0.01%	516
2025 Q2	$3.43K	Hold	1,000	–	–	﹤0.01%	676
2025 Q1	$3.81K	Hold	1,000	–	–	﹤0.01%	624
2024 Q4	$4.36K	Sell	1,000 -200	-17%	-$1.02K	﹤0.01%	621
2024 Q3	$8.02K	Hold	1,200	–	–	﹤0.01%	519
2024 Q2	$5.3K	Sell	1,200 -29	-2%	-$137	﹤0.01%	581
2024 Q1	$11.1K	Hold	1,229	–	–	0.01%	394
2023 Q4	$11.1K	Buy	+1,229	New	+$9.76K	0.01%	394

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

ANHIM

Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $240M AUM 17.84% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Sachetta's NIO Position: Q2 2026 in Review

Sachetta held its NIO (NIO) position steady in Q2 2026 at 1,000 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Sachetta first reported a position in NIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1K in Q1 2024. 72 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Sachetta held 1,000 shares of NIO worth $5.06K as of Q2 2026.
Sachetta left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #651 holding.
Sachetta first reported a position in NIO in Q4 2023 and has held it in 11 quarters since.
Sachetta's NIO position peaked at $11.1K in Q1 2024.
72 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.