WCG Wealth Advisors’s NIO NIO Stock Holding History

WCG Wealth 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	$250K	Sell	49,423 -5,352	-10%	-$31.2K	0.01%	543
2026 Q1	$330K	Sell	54,775 -774	-1%	-$3.91K	0.01%	500
2025 Q4	$283K	Buy	55,549 +3,249	+6%	+$20K	0.01%	493
2025 Q3	$399K	Buy	+52,300	New	+$282K	0.03%	314
2024 Q4	–	Sell	-36,541	Closed	-$244K	–	310
2024 Q3	$244K	Buy	+36,541	New	+$168K	0.02%	305
2023 Q4	–	Sell	-32,143	Closed	-$291K	–	312
2023 Q3	$291K	Buy	+32,143	New	+$358K	0.02%	267

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

WCG Wealth Advisors's NIO Position: Q2 2026 in Review

WCG Wealth Advisors reduced its NIO (NIO) stake by 9.8% in Q2 2026, selling an estimated $31.2K and leaving 49,423 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #543.

WCG Wealth Advisors first reported a position in NIO in Q3 2023 and has held it in 6 quarters since. The position peaked at $399K in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

WCG Wealth Advisors held 49,423 shares of NIO worth $250K as of Q2 2026.
WCG Wealth Advisors sold 5,352 NIO shares in Q2 2026, an estimated $31.2K.
NIO made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #543 holding.
WCG Wealth Advisors first reported a position in NIO in Q3 2023 and has held it in 6 quarters since.
WCG Wealth Advisors's NIO position peaked at $399K in Q3 2025.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.