RAFFA WEALTH MANAGEMENT, LLC’s NIO NIO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$541	Hold	107	–	–	﹤0.01%	1173
2026 Q1	$645	Hold	107	–	–	﹤0.01%	1034
2025 Q4	$546	Hold	107	–	–	﹤0.01%	1057
2025 Q3	$815	Hold	107	–	–	﹤0.01%	946
2025 Q2	$367	Hold	107	–	–	﹤0.01%	1035
2025 Q1	$408	Hold	107	–	–	﹤0.01%	990
2024 Q4	$467	Hold	107	–	–	﹤0.01%	1012
2024 Q3	$715	Hold	107	–	–	﹤0.01%	926
2024 Q2	$445	Buy	107 +81	+312%	+$383	﹤0.01%	1068
2024 Q1	$117	Hold	26	–	–	﹤0.01%	1109
2023 Q4	$236	Hold	26	–	–	﹤0.01%	1029
2023 Q3	$235	Hold	26	–	–	﹤0.01%	1016
2023 Q2	$252	Hold	26	–	–	﹤0.01%	1023
2023 Q1	$273	Hold	26	–	–	﹤0.01%	1022
2022 Q4	$254	Hold	26	–	–	﹤0.01%	1012
2022 Q3	$410	Hold	26	–	–	﹤0.01%	1075
2022 Q2	$565	Hold	26	–	–	﹤0.01%	989
2022 Q1	$547	Hold	26	–	–	﹤0.01%	1031
2021 Q4	$824	Hold	26	–	–	﹤0.01%	938
2021 Q3	$926	Buy	26 +3	+13%	+$123	﹤0.01%	848
2021 Q2	$1.22K	Hold	23	–	–	﹤0.01%	756
2021 Q1	$897	Buy	+23	New	+$1.17K	﹤0.01%	867

Other funds holding NIO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

DACS

Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NIO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its NIO (NIO) position steady in Q2 2026 at 107 shares worth $541. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NIO in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.22K in Q2 2021. 138 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 107 shares of NIO worth $541 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1173 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in NIO in Q1 2021 and has held it in 22 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's NIO position peaked at $1.22K in Q2 2021.
138 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.