Wealthspire Advisors (New York)’s NIO NIO Stock Holding History

Wealthspire Advisors (New York)’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	$123K	Buy	24,264 +10,001	+70%	+$58.3K	﹤0.01%	1209
2026 Q1	$86K	Buy	14,263 +1,283	+10%	+$6.48K	﹤0.01%	898
2025 Q4	$66.2K	Buy	12,980 +2,707	+26%	+$16.7K	﹤0.01%	1020
2025 Q3	$78.3K	Buy	+10,273	New	+$55.3K	﹤0.01%	1089
2024 Q4	–	Sell	-10,965	Closed	-$73.2K	–	824
2024 Q3	$73.2K	Buy	+10,965	New	+$50.4K	﹤0.01%	734

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

Wealthspire Advisors (New York)'s NIO Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its NIO (NIO) stake by 70% in Q2 2026, buying an estimated $58.3K and bringing the position to 24,264 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Wealthspire Advisors (New York) first reported a position in NIO in Q3 2024 and has held it in 5 quarters since. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Wealthspire Advisors (New York) held 24,264 shares of NIO worth $123K as of Q2 2026.
Wealthspire Advisors (New York) bought 10,001 NIO shares in Q2 2026, an estimated $58.3K.
NIO made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1209 holding.
Wealthspire Advisors (New York) first reported a position in NIO in Q3 2024 and has held it in 5 quarters since.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.