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Spartan Wealth Advisory Services LLC’s NIO NIO Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$69K Hold
13,646
– – 0.01% 317
2026
Q1 		$82.3K Buy
+13,646
New +$68.9K 0.01% 307

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's NIO Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its NIO (NIO) position steady in Q2 2026 at 13,646 shares worth $69K. The position accounts for 0.01% of the portfolio, ranked #317.

Spartan Wealth Advisory Services LLC first reported a position in NIO in Q1 2026 and has held it in 2 quarters since. The position peaked at $82.3K in Q1 2026. 392 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 13,646 shares of NIO worth $69K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its NIO share count unchanged in Q2 2026.
  • NIO made up 0.01% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #317 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in NIO in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's NIO position peaked at $82.3K in Q1 2026.
  • 392 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.