Steward Partners Investment Advisory’s NIO NIO Stock Holding History

Steward Partners Investment Advisory’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	$49.1K	Sell	9,700 -690	-7%	-$4.02K	﹤0.01%	2955
2026 Q1	$62.7K	Buy	10,390 +1,376	+15%	+$6.95K	﹤0.01%	2659
2025 Q4	$46K	Sell	9,014 -1,471	-14%	-$9.07K	﹤0.01%	2717
2025 Q3	$79.9K	Buy	10,485 +2,625	+33%	+$14.1K	﹤0.01%	2361
2025 Q2	$27K	Sell	7,860 -11,100	-59%	-$41.4K	﹤0.01%	2778
2025 Q1	$72.2K	Buy	18,960 +3,867	+26%	+$17K	﹤0.01%	2198
2024 Q4	$65.8K	Sell	15,093 -5,740	-28%	-$29.2K	﹤0.01%	2198
2024 Q3	$139K	Sell	20,833 -450	-2%	-$2.07K	﹤0.01%	1710
2024 Q2	$88.5K	Buy	21,283 +423	+2%	+$2K	﹤0.01%	1841
2024 Q1	$93.9K	Buy	20,860 +1,779	+9%	+$10.7K	﹤0.01%	1802
2023 Q4	$173K	Sell	19,081 -483	-2%	-$3.83K	﹤0.01%	1435
2023 Q3	$177K	Sell	19,564 -680	-3%	-$7.57K	﹤0.01%	1346
2023 Q2	$196K	Sell	20,244 -1,420	-7%	-$12K	﹤0.01%	1299
2023 Q1	$228K	Buy	21,664 +4,750	+28%	+$48.6K	﹤0.01%	1222
2022 Q4	$165K	Sell	16,914 -150	-0.9%	-$1.73K	﹤0.01%	1328
2022 Q3	$269K	Buy	17,064 +225	+1%	+$4.45K	0.01%	1078
2022 Q2	$366K	Buy	16,839 +443	+3%	+$8.13K	0.01%	957
2022 Q1	$345K	Buy	16,396 +258	+2%	+$6.08K	0.01%	1067
2021 Q4	$511K	Sell	16,138 -1,708	-10%	-$62.8K	0.01%	930
2021 Q3	$636K	Sell	17,846 -8,074	-31%	-$332K	0.01%	831
2021 Q2	$1.38M	Sell	25,920 -11,494	-31%	-$460K	0.02%	564
2021 Q1	$1.46M	Buy	37,414 +15,836	+73%	+$807K	0.03%	520
2020 Q4	$1.05M	Buy	21,578 +12,223	+131%	+$473K	0.02%	544
2020 Q3	$199K	Buy	9,355 +5,555	+146%	+$85.5K	0.01%	942
2020 Q2	$29K	Sell	3,800 -200	-5%	-$879	﹤0.01%	1632
2020 Q1	$11K	Sell	4,000 -935	-19%	-$3.48K	﹤0.01%	1825
2019 Q4	$19K	Sell	4,935 -2,000	-29%	-$4.02K	﹤0.01%	1790
2019 Q3	$10K	Hold	6,935	–	–	﹤0.01%	1994
2019 Q2	$17K	Buy	+6,935	New	+$27.8K	﹤0.01%	1765
2018 Q4	–	Sell	-3,300	Closed	-$23K	–	1655
2018 Q3	$23K	Buy	+3,300	New	+$27.2K	﹤0.01%	1498

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

Steward Partners Investment Advisory's NIO Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its NIO (NIO) stake by 6.6% in Q2 2026, selling an estimated $4.02K and leaving 9,700 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2955.

Steward Partners Investment Advisory first reported a position in NIO in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.46M in Q1 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Steward Partners Investment Advisory held 9,700 shares of NIO worth $49.1K as of Q2 2026.
Steward Partners Investment Advisory sold 690 NIO shares in Q2 2026, an estimated $4.02K.
NIO made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2955 holding.
Steward Partners Investment Advisory first reported a position in NIO in Q3 2018 and has held it in 30 quarters since.
Steward Partners Investment Advisory's NIO position peaked at $1.46M in Q1 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.