Sowell Financial Services’s NIO NIO Stock Holding History

Sowell Financial Services’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	$187K	Buy	+36,954	New	+$215K	0.01%	1095
2023 Q2	–	Sell	-10,520	Closed	-$111K	–	735
2023 Q1	$111K	Buy	+10,520	New	+$108K	0.01%	730
2022 Q1	–	Sell	-12,298	Closed	-$390K	–	394
2021 Q4	$390K	Sell	12,298 -358	-3%	-$13.2K	0.02%	458
2021 Q3	$451K	Buy	12,656 +108	+0.9%	+$4.44K	0.03%	407
2021 Q2	$668K	Sell	12,548 -2,669	-18%	-$107K	0.04%	377
2021 Q1	$558K	Sell	15,217 -6,882	-31%	-$351K	0.02%	605
2020 Q4	$1.08M	Buy	22,099 +4,216	+24%	+$163K	0.05%	314
2020 Q3	$379K	Buy	17,883 +12,988	+265%	+$200K	0.02%	536
2020 Q2	$38K	Buy	4,895 +4,521	+1,209%	+$19.9K	﹤0.01%	1261
2020 Q1	$1K	Buy	374 +199	+114%	+$741	﹤0.01%	2291
2019 Q4	$1K	Sell	175 -3,620	-95%	-$7.28K	﹤0.01%	2388
2019 Q3	$6K	Buy	+3,795	New	+$11.6K	﹤0.01%	1703

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

Sowell Financial Services's NIO Position: Q2 2026 in Review

Sowell Financial Services opened a new position in NIO (NIO) in Q2 2026: 36,954 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in NIO as recently as Q1 2023.

Sowell Financial Services first reported a position in NIO in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2020. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Sowell Financial Services held 36,954 shares of NIO worth $187K as of Q2 2026.
NIO was a new Sowell Financial Services position in Q2 2026.
NIO made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1095 holding.
Sowell Financial Services first reported a position in NIO in Q3 2019 and has held it in 12 quarters since.
Sowell Financial Services's NIO position peaked at $1.08M in Q4 2020.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.