Wealth Enhancement Advisory Services’s NIO NIO Stock Holding History

Wealth Enhancement Advisory Services’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	$50.6K	Buy	+10,594	New	+$61.7K	﹤0.01%	3916
2026 Q1	–	Sell	-15,612	Closed	-$74.6K	–	3782
2025 Q4	$74.6K	Sell	15,612 -531	-3%	-$3.28K	﹤0.01%	3487
2025 Q3	$121K	Buy	16,143 +306	+2%	+$1.65K	﹤0.01%	3289
2025 Q2	$55.6K	Buy	15,837 +1,235	+8%	+$4.6K	﹤0.01%	3216
2025 Q1	$55.6K	Sell	14,602 -5,315	-27%	-$23.4K	﹤0.01%	2839
2024 Q4	$86.8K	Sell	19,917 -15,010	-43%	-$76.4K	﹤0.01%	2821
2024 Q3	$233K	Sell	34,927 -1,229	-3%	-$5.65K	﹤0.01%	2353
2024 Q2	$150K	Buy	36,156 +4,902	+16%	+$23.2K	﹤0.01%	2344
2024 Q1	$141K	Sell	31,254 -17,865	-36%	-$108K	﹤0.01%	2259
2023 Q4	$446K	Buy	49,119 +3,453	+8%	+$27.4K	﹤0.01%	1578
2023 Q3	$413K	Buy	+45,666	New	+$508K	﹤0.01%	1545

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

Wealth Enhancement Advisory Services's NIO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in NIO (NIO) in Q2 2026: 10,594 shares worth $50.6K. The stake represents ﹤0.01% of the portfolio and ranks #3916 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in NIO as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in NIO in Q3 2023 and has held it in 11 quarters since. The position peaked at $446K in Q4 2023. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Wealth Enhancement Advisory Services held 10,594 shares of NIO worth $50.6K as of Q2 2026.
NIO was a new Wealth Enhancement Advisory Services position in Q2 2026.
NIO made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3916 holding.
Wealth Enhancement Advisory Services first reported a position in NIO in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's NIO position peaked at $446K in Q4 2023.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.