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Wellington-Altus USA’s NIO NIO Stock Holding History

Wellington-Altus USA’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 		$42.2K Buy
+7,000
New +$40.8K 0.03% 339
2026
Q1 		– Sell
-7,000
Closed -$35.7K – 735
2025
Q4 		$35.7K Buy
+7,000
New +$43.2K 0.03% 360

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington-Altus USA's NIO Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in NIO (NIO) in Q2 2026: 7,000 shares worth $42.2K. The stake represents 0.03% of the portfolio and ranks #339 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in NIO as recently as Q4 2025.

Wellington-Altus USA first reported a position in NIO in Q4 2025 and has held it in 2 quarters since. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Wellington-Altus USA held 7,000 shares of NIO worth $42.2K as of Q2 2026.
  • NIO was a new Wellington-Altus USA position in Q2 2026.
  • NIO made up 0.03% of Wellington-Altus USA's portfolio in Q2 2026, its #339 holding.
  • Wellington-Altus USA first reported a position in NIO in Q4 2025 and has held it in 2 quarters since.
  • 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.