StoneCrest Wealth Management’s NIO NIO Stock Holding History

StoneCrest 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	$94K	Buy	18,577 +7,377	+66%	+$43K	0.03%	72
2026 Q1	$67.5K	Buy	+11,200	New	+$56.6K	0.03%	72

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

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

StoneCrest Wealth Management increased its NIO (NIO) stake by 66% in Q2 2026, buying an estimated $43K and bringing the position to 18,577 shares worth $94K. The position accounts for 0.03% of the portfolio, ranked #72.

StoneCrest Wealth Management first reported a position in NIO in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

StoneCrest Wealth Management held 18,577 shares of NIO worth $94K as of Q2 2026.
StoneCrest Wealth Management bought 7,377 NIO shares in Q2 2026, an estimated $43K.
NIO made up 0.03% of StoneCrest Wealth Management's portfolio in Q2 2026, its #72 holding.
StoneCrest Wealth Management first reported a position in NIO in Q1 2026 and has held it in 2 quarters since.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.