UCFA
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United Capital Financial Advisors’s NIO NIO Stock Holding History

United Capital Financial 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
Q2 		$52.9K Buy
+10,451
New +$60.9K ﹤0.01% 1610
2022
Q4 		– Sell
-13,112
Closed -$207K – 1088
2022
Q3 		$207K Buy
+13,112
New +$259K ﹤0.01% 1018
2022
Q2 		– Sell
-13,747
Closed -$289K – 1171
2022
Q1 		$289K Sell
13,747
-2,124
-13% -$50K ﹤0.01% 995
2021
Q4 		$503K Sell
15,871
-1,762
-10% -$64.7K ﹤0.01% 859
2021
Q3 		$628K Sell
17,633
-1,650
-9% -$67.8K ﹤0.01% 803
2021
Q2 		$1.03M Sell
19,283
-465
-2% -$18.6K 0.01% 691
2021
Q1 		$770K Sell
19,748
-4,531
-19% -$231K ﹤0.01% 737
2020
Q4 		$1.18M Buy
24,279
+13,760
+131% +$532K 0.01% 634
2020
Q3 		$223K Sell
10,519
-8,838
-46% -$136K ﹤0.01% 1042
2020
Q2 		$149K Sell
19,357
-1,572
-8% -$6.91K ﹤0.01% 1125
2020
Q1 		$58K Buy
20,929
+1,395
+7% +$5.2K ﹤0.01% 1143
2019
Q4 		$79K Sell
19,534
-472
-2% -$949 ﹤0.01% 1332
2019
Q3 		$31K Buy
20,006
+6,084
+44% +$18.6K ﹤0.01% 1275
2019
Q2 		$36K Buy
13,922
+3,416
+33% +$13.7K ﹤0.01% 1439
2019
Q1 		$54K Buy
+10,506
New +$74.5K ﹤0.01% 1329

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

United Capital Financial Advisors's NIO Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in NIO (NIO) in Q2 2026: 10,451 shares worth $52.9K. The stake represents ﹤0.01% of the portfolio and ranks #1610 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in NIO as recently as Q3 2022.

United Capital Financial Advisors first reported a position in NIO in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2020. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • United Capital Financial Advisors held 10,451 shares of NIO worth $52.9K as of Q2 2026.
  • NIO was a new United Capital Financial Advisors position in Q2 2026.
  • NIO made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1610 holding.
  • United Capital Financial Advisors first reported a position in NIO in Q1 2019 and has held it in 15 quarters since.
  • United Capital Financial Advisors's NIO position peaked at $1.18M in Q4 2020.
  • 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.