WFA
NIO icon

WMG Financial Advisors’s NIO NIO Stock Holding History

WMG Financial 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 		– Sell
-12,199
Closed -$73.6K – 113
2026
Q1 		$73.6K Sell
12,199
-51
-0.4% -$258 0.03% 96
2025
Q4 		$62.5K Sell
12,250
-24,691
-67% -$152K 0.03% 112
2025
Q3 		$281K Sell
36,941
-438,025
-92% -$2.36M 0.09% 151
2025
Q2 		$1.63M Buy
474,966
+72,170
+18% +$269K 0.6% 29
2025
Q1 		$1.53M Buy
402,796
+21,261
+6% +$93.6K 0.65% 27
2024
Q4 		$1.66M Buy
381,535
+104,478
+38% +$532K 0.72% 25
2024
Q3 		$1.85M Buy
277,057
+57,718
+26% +$265K 0.84% 19
2024
Q2 		$912K Sell
219,339
-42,906
-16% -$203K 0.48% 38
2024
Q1 		$1.18M Buy
262,245
+41,750
+19% +$252K 0.68% 32
2023
Q4 		$2M Buy
220,495
+15,100
+7% +$120K 1.3% 15
2023
Q3 		$1.86M Buy
205,395
+2,650
+1% +$29.5K 1.58% 11
2023
Q2 		$1.96M Buy
202,745
+38,667
+24% +$327K 1.45% 13
2023
Q1 		$1.74M Buy
164,078
+5,424
+3% +$55.5K 1.44% 12
2022
Q4 		$1.55M Buy
158,654
+5,600
+4% +$64.5K 1.32% 16
2022
Q3 		$2.42M Hold
153,054
– – 2.18% 9
2022
Q2 		$3.32M Buy
153,054
+5,460
+4% +$100K 2.88% 6
2022
Q1 		$3.11M Buy
147,594
+23,261
+19% +$548K 2.28% 7
2021
Q4 		$3.94M Buy
+124,333
New +$4.57M 3.07% 6

Other funds holding NIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DACS
Dymon Asia Capital (Singapore) Singapore $2.39B AUM 150.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WMG Financial Advisors's NIO Position: Q2 2026 in Review

WMG Financial Advisors sold out of NIO (NIO) in Q2 2026, closing a stake of 12,199 shares — an estimated $73.6K sold.

WMG Financial Advisors first reported a position in NIO in Q4 2021 and held it in 18 quarters. The position peaked at $3.94M in Q4 2021. 147 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • WMG Financial Advisors reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 12,199 NIO shares in Q2 2026, an estimated $73.6K.
  • WMG Financial Advisors first reported a position in NIO in Q4 2021 and held it in 18 quarters.
  • WMG Financial Advisors's NIO position peaked at $3.94M in Q4 2021.
  • 147 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.