Tradition Wealth Management’s NIO NIO Stock Holding History

Tradition Wealth Management’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	$77K	Buy	15,216 +14	+0.1%	+$82	﹤0.01%	529
2026 Q1	$91.7K	Buy	15,202 +91	+0.6%	+$459	0.01%	494
2025 Q4	$77.1K	Sell	15,111 -1,700	-10%	-$10.5K	0.01%	484
2025 Q3	$128K	Sell	16,811 -1,000	-6%	-$5.39K	0.01%	468
2025 Q2	$61.1K	Hold	17,811	–	–	﹤0.01%	448
2025 Q1	$67.9K	Buy	17,811 +1,000	+6%	+$4.4K	0.01%	424
2024 Q4	$73.3K	Hold	16,811	–	–	0.01%	409
2024 Q3	$112K	Hold	16,811	–	–	0.01%	396
2024 Q2	$69.9K	Hold	16,811	–	–	0.01%	394
2024 Q1	$75.7K	Hold	16,811	–	–	0.01%	381
2023 Q4	$152K	Hold	16,811	–	–	0.02%	372
2023 Q3	$152K	Hold	16,811	–	–	0.02%	344
2023 Q2	$163K	Buy	16,811 +100	+0.6%	+$846	0.02%	343
2023 Q1	$176K	Sell	16,711 -320	-2%	-$3.27K	0.02%	322
2022 Q4	$166K	Hold	17,031	–	–	0.02%	292
2022 Q3	$269K	Hold	17,031	–	–	0.04%	223
2022 Q2	$370K	Sell	17,031 -15	-0.1%	-$275	0.05%	189
2022 Q1	$359K	Buy	17,046 +200	+1%	+$4.71K	0.05%	227
2021 Q4	$534K	Sell	16,846 -285	-2%	-$10.5K	0.07%	180
2021 Q3	$610K	Buy	17,131 +4,979	+41%	+$205K	0.09%	155
2021 Q2	$646K	Buy	12,152 +11,790	+3,257%	+$472K	0.1%	158
2021 Q1	$14K	Buy	362 +342	+1,710%	+$17.4K	﹤0.01%	711
2020 Q4	$1K	Buy	+20	New	+$774	﹤0.01%	998

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tradition Wealth Management's NIO Position: Q2 2026 in Review

Tradition Wealth Management increased its NIO (NIO) stake by 0.09% in Q2 2026, buying an estimated $82 and bringing the position to 15,216 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Tradition Wealth Management first reported a position in NIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $646K in Q2 2021. 422 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Tradition Wealth Management held 15,216 shares of NIO worth $77K as of Q2 2026.
Tradition Wealth Management bought 14 NIO shares in Q2 2026, an estimated $82.
NIO made up ﹤0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #529 holding.
Tradition Wealth Management first reported a position in NIO in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's NIO position peaked at $646K in Q2 2021.
422 funds tracked by Wall St. Rank held NIO as of Q2 2026.

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