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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
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

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategies Wealth Advisors's NIO Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its NIO (NIO) stake by 1.2% in Q1 2026, selling an estimated $631 and leaving 10,000 shares worth $60.3K. The position accounts for 0.01% of the portfolio, ranked #192.

Strategies Wealth Advisors first reported a position in NIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $76.9K in Q3 2025. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Strategies Wealth Advisors held 10,000 shares of NIO worth $60.3K as of Q1 2026.
  • Strategies Wealth Advisors sold 125 NIO shares in Q1 2026, an estimated $631.
  • NIO made up 0.01% of Strategies Wealth Advisors's portfolio in Q1 2026, its #192 holding.
  • Strategies Wealth Advisors first reported a position in NIO in Q3 2025 and has held it in 3 quarters since.
  • Strategies Wealth Advisors's NIO position peaked at $76.9K in Q3 2025.
  • 433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.