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Strategies Wealth Advisors’s NIO NIO Stock Holding History

Strategies Wealth Advisors’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 		– Sell
-10,000
Closed -$60.3K – 213
2026
Q1 		$60.3K Sell
10,000
-125
-1% -$631 0.01% 192
2025
Q4 		$51.6K Buy
10,125
+30
+0.3% +$185 0.01% 185
2025
Q3 		$76.9K Buy
+10,095
New +$54.4K 0.01% 184

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

Strategies Wealth Advisors's NIO Position: Q2 2026 in Review

Strategies Wealth Advisors sold out of NIO (NIO) in Q2 2026, closing a stake of 10,000 shares — an estimated $60.3K sold.

Strategies Wealth Advisors first reported a position in NIO in Q3 2025 and held it in 3 quarters. The position peaked at $76.9K in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Strategies Wealth Advisors reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
  • Strategies Wealth Advisors sold 10,000 NIO shares in Q2 2026, an estimated $60.3K.
  • Strategies Wealth Advisors first reported a position in NIO in Q3 2025 and held it in 3 quarters.
  • Strategies Wealth Advisors's NIO position peaked at $76.9K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.