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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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
BP
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. 74 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.
  • 74 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.