Sequoia Financial Advisors’s NIO NIO Stock Holding History

Sequoia Financial Advisors’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	$105K	Sell	20,700 -30,650	-60%	-$179K	﹤0.01%	2074
2026 Q1	$310K	Buy	51,350 +30,275	+144%	+$153K	﹤0.01%	1554
2025 Q4	$107K	Sell	21,075 -2,920	-12%	-$18K	﹤0.01%	1869
2025 Q3	$183K	Buy	23,995 +4,475	+23%	+$24.1K	﹤0.01%	1642
2025 Q2	$67K	Sell	19,520 -6,214	-24%	-$23.2K	﹤0.01%	1546
2025 Q1	$98K	Sell	25,734 -1,972	-7%	-$8.68K	﹤0.01%	1324
2024 Q4	$121K	Sell	27,706 -741	-3%	-$3.77K	﹤0.01%	1273
2024 Q3	$190K	Sell	28,447 -4,275	-13%	-$19.6K	﹤0.01%	1173
2024 Q2	$136K	Buy	32,722 +18,039	+123%	+$85.3K	﹤0.01%	1141
2024 Q1	$66.1K	Sell	14,683 -9,653	-40%	-$58.2K	﹤0.01%	1131
2023 Q4	$221K	Buy	24,336 +8,560	+54%	+$67.9K	﹤0.01%	1062
2023 Q3	$143K	Buy	15,776 +2,639	+20%	+$29.4K	﹤0.01%	893
2023 Q2	$127K	Buy	+13,137	New	+$111K	﹤0.01%	899

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

Sequoia Financial Advisors's NIO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its NIO (NIO) stake by 60% in Q2 2026, selling an estimated $179K and leaving 20,700 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Sequoia Financial Advisors first reported a position in NIO in Q2 2023 and has held it in 13 quarters since. The position peaked at $310K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Sequoia Financial Advisors held 20,700 shares of NIO worth $105K as of Q2 2026.
Sequoia Financial Advisors sold 30,650 NIO shares in Q2 2026, an estimated $179K.
NIO made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2074 holding.
Sequoia Financial Advisors first reported a position in NIO in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's NIO position peaked at $310K in Q1 2026.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.