Spire Wealth Management’s NIO NIO Stock Holding History

Spire Wealth Management’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	$2.02K	Sell	400 -3,000	-88%	-$17.5K	﹤0.01%	2010
2026 Q1	$20.5K	Hold	3,400	–	–	﹤0.01%	1411
2025 Q4	$17.3K	Hold	3,400	–	–	﹤0.01%	1533
2025 Q3	$25.9K	Hold	3,400	–	–	﹤0.01%	1444
2025 Q2	$11.7K	Sell	3,400 -20	-0.6%	-$75	﹤0.01%	1673
2025 Q1	$13K	Sell	3,420 -18,079	-84%	-$79.6K	﹤0.01%	1753
2024 Q4	$93.7K	Buy	21,499 +16,701	+348%	+$85K	﹤0.01%	1057
2024 Q3	$32.1K	Buy	4,798 +1	+0%	+$5	﹤0.01%	1279
2024 Q2	$20K	Buy	4,797 +3,340	+229%	+$15.8K	﹤0.01%	1443
2024 Q1	$6.56K	Sell	1,457 -3,405	-70%	-$20.5K	﹤0.01%	1860
2023 Q4	$29.5K	Sell	4,862 -1,339	-22%	-$10.6K	﹤0.01%	1390
2023 Q3	$56.1K	Sell	6,201 -2,300	-27%	-$25.6K	﹤0.01%	1137
2023 Q2	$82.4K	Buy	8,501 +3,242	+62%	+$27.4K	﹤0.01%	1029
2023 Q1	$55.3K	Buy	5,259 +449	+9%	+$4.59K	﹤0.01%	1163
2022 Q4	$47K	Buy	4,810 +3,000	+166%	+$34.6K	﹤0.01%	1010
2022 Q3	$29K	Buy	1,810 +18	+1%	+$356	﹤0.01%	1169
2022 Q2	$39K	Buy	1,792 +76	+4%	+$1.4K	﹤0.01%	1397
2022 Q1	$36K	Sell	1,716 -1,853	-52%	-$43.6K	﹤0.01%	1576
2021 Q4	$113K	Sell	3,569 -696	-16%	-$25.6K	﹤0.01%	1352
2021 Q3	$157K	Buy	4,265 +889	+26%	+$36.5K	﹤0.01%	1012
2021 Q2	$296K	Sell	3,376 -2,284	-40%	-$91.5K	0.01%	774
2021 Q1	$215K	Buy	+5,660	New	+$288K	0.01%	1034

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

Spire Wealth Management's NIO Position: Q2 2026 in Review

Spire Wealth Management reduced its NIO (NIO) stake by 88% in Q2 2026, selling an estimated $17.5K and leaving 400 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Spire Wealth Management first reported a position in NIO in Q1 2021 and has held it in 22 quarters since. The position peaked at $296K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Spire Wealth Management held 400 shares of NIO worth $2.02K as of Q2 2026.
Spire Wealth Management sold 3,000 NIO shares in Q2 2026, an estimated $17.5K.
NIO made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2010 holding.
Spire Wealth Management first reported a position in NIO in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's NIO position peaked at $296K in Q2 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.