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Stratos Wealth Partners’s NIO NIO Stock Holding History

Stratos Wealth Partners’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
-12,453
Closed -$75.1K – 1749
2026
Q1 		$75.1K Buy
12,453
+450
+4% +$2.27K ﹤0.01% 1594
2025
Q4 		$61.2K Sell
12,003
-3,207
-21% -$19.8K ﹤0.01% 1572
2025
Q3 		$116K Buy
15,210
+3,947
+35% +$21.3K ﹤0.01% 1512
2025
Q2 		$38.6K Sell
11,263
-260
-2% -$969 ﹤0.01% 1402
2025
Q1 		$43.9K Sell
11,523
-805
-7% -$3.54K ﹤0.01% 1340
2024
Q4 		$53.8K Sell
12,328
-628
-5% -$3.2K ﹤0.01% 1425
2024
Q3 		$86.5K Buy
12,956
+1,323
+11% +$6.08K ﹤0.01% 1397
2024
Q2 		$48.4K Sell
11,633
-7,410
-39% -$35.1K ﹤0.01% 1348
2024
Q1 		$85.7K Sell
19,043
-1,032
-5% -$6.22K ﹤0.01% 1343
2023
Q4 		$182K Buy
20,075
+1,816
+10% +$14.4K ﹤0.01% 1286
2023
Q3 		$165K Buy
18,259
+3,233
+22% +$36K ﹤0.01% 1195
2023
Q2 		$146K Buy
15,026
+3,032
+25% +$25.7K ﹤0.01% 1127
2023
Q1 		$126K Sell
11,994
-2,930
-20% -$30K ﹤0.01% 1072
2022
Q4 		$146K Sell
14,924
-2,170
-13% -$25K ﹤0.01% 1074
2022
Q3 		$270K Sell
17,094
-2,044
-11% -$40.4K 0.01% 908
2022
Q2 		$416K Buy
19,138
+2,631
+16% +$48.3K 0.01% 802
2022
Q1 		$347K Sell
16,507
-4,831
-23% -$114K 0.01% 936
2021
Q4 		$676K Sell
21,338
-13,638
-39% -$501K 0.02% 703
2021
Q3 		$1.25M Sell
34,976
-1,715
-5% -$70.5K 0.03% 452
2021
Q2 		$1.95M Buy
36,691
+996
+3% +$39.9K 0.05% 348
2021
Q1 		$1.39M Buy
35,695
+16,523
+86% +$842K 0.04% 411
2020
Q4 		$934K Buy
+19,172
New +$742K 0.03% 464
2020
Q3 		– Sell
-22,699
Closed -$175K – 1050
2020
Q2 		$175K Sell
22,699
-9,064
-29% -$39.8K 0.01% 915
2020
Q1 		$88K Buy
31,763
+15,885
+100% +$59.2K ﹤0.01% 875
2019
Q4 		$64K Buy
15,878
+2,550
+19% +$5.13K ﹤0.01% 963
2019
Q3 		$21K Sell
13,328
-2,900
-18% -$8.87K ﹤0.01% 954
2019
Q2 		$41K Buy
+16,228
New +$65.2K ﹤0.01% 944

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

Stratos Wealth Partners's NIO Position: Q2 2026 in Review

Stratos Wealth Partners sold out of NIO (NIO) in Q2 2026, closing a stake of 12,453 shares — an estimated $75.1K sold.

Stratos Wealth Partners first reported a position in NIO in Q2 2019 and held it in 27 quarters. The position peaked at $1.95M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Stratos Wealth Partners reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,453 NIO shares in Q2 2026, an estimated $75.1K.
  • Stratos Wealth Partners first reported a position in NIO in Q2 2019 and held it in 27 quarters.
  • Stratos Wealth Partners's NIO position peaked at $1.95M in Q2 2021.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.