SW
NIO icon

SteelPeak Wealth’s NIO NIO Stock Holding History

SteelPeak Wealth’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 		$125K Sell
24,704
-1,175
-5% -$6.85K ﹤0.01% 617
2026
Q1 		$156K Buy
25,879
+35
+0.1% +$177 ﹤0.01% 545
2025
Q4 		$132K Sell
25,844
-120
-0.5% -$740 ﹤0.01% 511
2025
Q3 		$198K Buy
25,964
+155
+0.6% +$835 0.01% 541
2025
Q2 		$88.5K Sell
25,809
-48,853
-65% -$182K ﹤0.01% 522
2025
Q1 		$284K Buy
74,662
+86
+0.1% +$379 0.01% 424
2024
Q4 		$325K Sell
74,576
-29
-0% -$148 0.01% 401
2024
Q3 		$498K Buy
74,605
+750
+1% +$3.45K 0.02% 317
2024
Q2 		$307K Sell
73,855
-6,184
-8% -$29.3K 0.01% 378
2024
Q1 		$360K Buy
80,039
+935
+1% +$5.64K 0.02% 340
2023
Q4 		$717K Buy
79,104
+20,000
+34% +$159K 0.04% 245
2023
Q3 		$534K Hold
59,104
– – 0.03% 249
2023
Q2 		$573K Sell
59,104
-100
-0.2% -$846 0.03% 232
2023
Q1 		$622K Buy
59,204
+3,022
+5% +$30.9K 0.04% 212
2022
Q4 		$548K Buy
56,182
+389
+0.7% +$4.48K 0.04% 232
2022
Q3 		$880K Hold
55,793
– – 0.07% 180
2022
Q2 		$1.21M Sell
55,793
-1,400
-2% -$25.7K 0.09% 153
2022
Q1 		$1.2M Sell
57,193
-6,383
-10% -$150K 0.07% 164
2021
Q4 		$2.01M Buy
63,576
+35,617
+127% +$1.31M 0.11% 120
2021
Q3 		$996K Sell
27,959
-36,461
-57% -$1.5M 0.07% 166
2021
Q2 		$3.43M Buy
64,420
+1,690
+3% +$67.7K 0.24% 85
2021
Q1 		$2.44M Buy
62,730
+16,233
+35% +$827K 0.19% 94
2020
Q4 		$2.27M Buy
46,497
+31,249
+205% +$1.21M 0.21% 92
2020
Q3 		$324K Buy
+15,248
New +$235K 0.03% 209

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 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

SteelPeak Wealth's NIO Position: Q2 2026 in Review

SteelPeak Wealth reduced its NIO (NIO) stake by 4.5% in Q2 2026, selling an estimated $6.85K and leaving 24,704 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

SteelPeak Wealth first reported a position in NIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.43M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • SteelPeak Wealth held 24,704 shares of NIO worth $125K as of Q2 2026.
  • SteelPeak Wealth sold 1,175 NIO shares in Q2 2026, an estimated $6.85K.
  • NIO made up ﹤0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #617 holding.
  • SteelPeak Wealth first reported a position in NIO in Q3 2020 and has held it in 24 quarters since.
  • SteelPeak Wealth's NIO position peaked at $3.43M in Q2 2021.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.