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SVB Wealth’s NIO NIO Stock Holding History

SVB Wealth’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
2025
Q2 		– Sell
-1,199
Closed -$4.57K – 1207
2025
Q1 		$4.57K Buy
+1,199
New +$5.28K ﹤0.01% 1047

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's NIO Position: Q2 2025 in Review

SVB Wealth sold out of NIO (NIO) in Q2 2025, closing a stake of 1,199 shares — an estimated $4.57K sold.

SVB Wealth first reported a position in NIO in Q1 2025 and held it in 1 quarter. The position peaked at $4.57K in Q1 2025. 382 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

  • SVB Wealth reported no remaining NIO position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 1,199 NIO shares in Q2 2025, an estimated $4.57K.
  • SVB Wealth first reported a position in NIO in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's NIO position peaked at $4.57K in Q1 2025.
  • 382 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.