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 Q1	–	Hold	0	–	-$102K	–	622
2025 Q4	–	Hold	0	–	–	–	520
2025 Q3	–	Hold	0	–	–	–	547
2025 Q2	–	Hold	0	–	–	–	538
2025 Q1	–	Hold	0	–	–	–	528
2024 Q4	–	Hold	0	–	–	–	513
2024 Q3	–	Hold	0	–	–	–	461
2024 Q2	–	Hold	0	–	–	–	491
2024 Q1	–	Hold	0	–	–	–	467
2023 Q4	–	Hold	0	–	–	–	446
2023 Q3	–	Hold	0	–	–	–	439
2023 Q2	–	Hold	0	–	–	–	444
2023 Q1	–	Hold	0	–	–	–	382
2020 Q4	–	Sell	-500	Closed	-$11K	–	353
2020 Q3	$11K	Buy	+500	New	+$7.7K	﹤0.01%	296

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 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. 148 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.
148 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.