Valley Wealth Managers’s NIO NIO Stock Holding History

Valley Wealth Managers’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	$6.24K	Hold	1,819	–	–	﹤0.01%	301
2026 Q2	$9.2K	Hold	1,819	–	–	﹤0.01%	286
2026 Q1	$11K	Buy	1,819 +1,000	+122%	+$5.05K	﹤0.01%	270
2025 Q4	$4.18K	Buy	+819	New	+$5.05K	﹤0.01%	309

Other funds holding NIO

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Valley Wealth Managers's NIO Position: Q3 2026 in Review

Valley Wealth Managers held its NIO (NIO) position steady in Q3 2026 at 1,819 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Valley Wealth Managers first reported a position in NIO in Q4 2025 and has held it in 4 quarters since. The position peaked at $11K in Q1 2026. 73 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Valley Wealth Managers held 1,819 shares of NIO worth $6.24K as of Q3 2026.
Valley Wealth Managers left its NIO share count unchanged in Q3 2026.
NIO made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #301 holding.
Valley Wealth Managers first reported a position in NIO in Q4 2025 and has held it in 4 quarters since.
Valley Wealth Managers's NIO position peaked at $11K in Q1 2026.
73 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.