Toth Financial Advisory’s NIO NIO Stock Holding History

Toth Financial Advisory’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 Q3	$1.72K	Buy	+500	New	+$2.18K	﹤0.01%	817
2023 Q3	–	Sell	-5	Closed	-$49	–	823
2023 Q2	$49	Hold	5	–	–	﹤0.01%	767
2023 Q1	$53	Hold	5	–	–	﹤0.01%	803
2022 Q4	$49	Sell	5 -1,420	-100%	-$16.4K	﹤0.01%	708
2022 Q3	$22K	Hold	1,425	–	–	﹤0.01%	363
2022 Q2	$31K	Hold	1,425	–	–	0.01%	329
2022 Q1	$30K	Sell	1,425 -274	-16%	-$6.45K	﹤0.01%	337
2021 Q4	$54K	Hold	1,699	–	–	0.01%	293
2021 Q3	$61K	Hold	1,699	–	–	0.01%	286
2021 Q2	$90K	Buy	1,699 +250	+17%	+$10K	0.01%	231
2021 Q1	$56K	Hold	1,449	–	–	0.01%	287
2020 Q4	$71K	Buy	1,449 +430	+42%	+$16.6K	0.01%	237
2020 Q3	$22K	Buy	+1,019	New	+$15.7K	﹤0.01%	305

Other funds holding NIO

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

QPBE

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Toth Financial Advisory's NIO Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in NIO (NIO) in Q3 2026: 500 shares worth $1.72K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in NIO as recently as Q2 2023.

Toth Financial Advisory first reported a position in NIO in Q3 2020 and has held it in 13 quarters since. The position peaked at $90K in Q2 2021. 13 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Toth Financial Advisory held 500 shares of NIO worth $1.72K as of Q3 2026.
NIO was a new Toth Financial Advisory position in Q3 2026.
NIO made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #817 holding.
Toth Financial Advisory first reported a position in NIO in Q3 2020 and has held it in 13 quarters since.
Toth Financial Advisory's NIO position peaked at $90K in Q2 2021.
13 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.