Wedbush Securities’s NIO NIO Stock Holding History

Wedbush Securities’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	$57K	Buy	11,242 +500	+5%	+$2.91K	﹤0.01%	1287
2026 Q1	$65K	Hold	10,742	–	–	﹤0.01%	1212
2025 Q4	$55K	Sell	10,742 -400	-4%	-$2.47K	﹤0.01%	1190
2025 Q3	$85K	Hold	11,142	–	–	﹤0.01%	1135
2025 Q2	$38K	Sell	11,142 -3,110	-22%	-$11.6K	﹤0.01%	1145
2025 Q1	$54K	Buy	14,252 +644	+5%	+$2.83K	﹤0.01%	1086
2024 Q4	$59K	Sell	13,608 -6,400	-32%	-$32.6K	﹤0.01%	1111
2024 Q3	$134K	Sell	20,008 -2,474	-11%	-$11.4K	0.01%	1036
2024 Q2	$94K	Sell	22,482 -1,525	-6%	-$7.21K	﹤0.01%	1147
2024 Q1	$108K	Sell	24,007 -19,555	-45%	-$118K	﹤0.01%	1175
2023 Q4	$395K	Buy	43,562 +1,515	+4%	+$12K	0.02%	646
2023 Q3	$380K	Sell	42,047 -7,800	-16%	-$86.8K	0.02%	619
2023 Q2	$483K	Buy	49,847 +12,840	+35%	+$109K	0.02%	558
2023 Q1	$389K	Sell	37,007 -2,110	-5%	-$21.6K	0.02%	626
2022 Q4	$381K	Buy	39,117 +310	+0.8%	+$3.57K	0.02%	613
2022 Q3	$612K	Sell	38,807 -14,790	-28%	-$293K	0.03%	442
2022 Q2	$1.16M	Buy	53,597 +15,669	+41%	+$288K	0.06%	258
2022 Q1	$798K	Buy	37,928 +25,245	+199%	+$595K	0.04%	409
2021 Q4	$402K	Sell	12,683 -2,410	-16%	-$88.6K	0.02%	729
2021 Q3	$538K	Sell	15,093 -2,745	-15%	-$113K	0.03%	579
2021 Q2	$949K	Buy	17,838 +2,060	+13%	+$82.5K	0.04%	383
2021 Q1	$615K	Buy	15,778 +6,121	+63%	+$312K	0.03%	502
2020 Q4	$471K	Buy	+9,657	New	+$374K	0.04%	479
2020 Q3	–	Sell	-20,080	Closed	-$155K	–	994
2020 Q2	$155K	Buy	20,080 +3,980	+25%	+$17.5K	0.01%	812
2020 Q1	$45K	Sell	16,100 -1,000	-6%	-$3.72K	0.01%	827
2019 Q4	$69K	Buy	17,100 +5,200	+44%	+$10.5K	0.01%	949
2019 Q3	$19K	Buy	11,900 +500	+4%	+$1.53K	﹤0.01%	972
2019 Q2	$29K	Sell	11,400 -5,450	-32%	-$21.9K	﹤0.01%	966
2019 Q1	$86K	Buy	+16,850	New	+$119K	0.01%	866

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

Wedbush Securities's NIO Position: Q2 2026 in Review

Wedbush Securities increased its NIO (NIO) stake by 4.7% in Q2 2026, buying an estimated $2.91K and bringing the position to 11,242 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Wedbush Securities first reported a position in NIO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.16M in Q2 2022. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Wedbush Securities held 11,242 shares of NIO worth $57K as of Q2 2026.
Wedbush Securities bought 500 NIO shares in Q2 2026, an estimated $2.91K.
NIO made up ﹤0.01% of Wedbush Securities's portfolio in Q2 2026, its #1287 holding.
Wedbush Securities first reported a position in NIO in Q1 2019 and has held it in 29 quarters since.
Wedbush Securities's NIO position peaked at $1.16M in Q2 2022.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.