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Planning Strategies Inc.’s NIO NIO Stock Holding History

Planning Strategies Inc.’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 		$405 Buy
+80
New +$466 ﹤0.01% 894

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ANHIM
Alan N. Hoffman Investment Management Wellesley Hills, Massachusetts $169M AUM 26.45% 1-Year Est. Return

Planning Strategies Inc.'s NIO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in NIO (NIO) in Q2 2026: 80 shares worth $405. The stake represents ﹤0.01% of the portfolio and ranks #894 among its holdings.

131 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Planning Strategies Inc. held 80 shares of NIO worth $405 as of Q2 2026.
  • NIO was a new Planning Strategies Inc. position in Q2 2026.
  • NIO made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #894 holding.
  • 131 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.