SOA Wealth Advisors’s NIO NIO Stock Holding History

SOA Wealth 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	$31K	Buy	30,968 +553	+2%	+$3.22K	0.01%	460
2026 Q1	$30.4K	Hold	30,415	–	–	0.01%	441
2025 Q4	$30.4K	Buy	+30,415	New	+$188K	0.01%	443
2022 Q4	–	Sell	-78	Closed	-$1K	–	1000
2022 Q3	$1K	Hold	78	–	–	﹤0.01%	788
2022 Q2	$1K	Buy	+78	New	+$1.43K	﹤0.01%	770
2021 Q2	–	Sell	-381	Closed	-$14K	–	936
2021 Q1	$14K	Hold	381	–	–	﹤0.01%	461
2020 Q4	$23K	Buy	+381	New	+$14.7K	0.01%	378

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

SOA Wealth Advisors's NIO Position: Q2 2026 in Review

SOA Wealth Advisors increased its NIO (NIO) stake by 1.8% in Q2 2026, buying an estimated $3.22K and bringing the position to 30,968 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #460.

SOA Wealth Advisors first reported a position in NIO in Q4 2020 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

SOA Wealth Advisors held 30,968 shares of NIO worth $31K as of Q2 2026.
SOA Wealth Advisors bought 553 NIO shares in Q2 2026, an estimated $3.22K.
NIO made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #460 holding.
SOA Wealth Advisors first reported a position in NIO in Q4 2020 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.