UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in NIO — NIO Inc.

CIK 1463217 IRVING, TX

Position in NIO

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$52,882

-$153,894 QoQ

Shares Held

10,451

-20.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#256

of 418 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,397,411 across 8 Auto Manufacturers names. NIO ranks #8 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	112,891	$47,481,954
2	GM	General Motors Co	47,955	$3,696,371
3	F	Ford Motor Co	160,593	$2,232,242
4	TM	Toyota Motor Corp/	9,614	$1,619,189
5	RACE	Ferrari N.V.	1,412	$525,673
6	HMC	Honda Motor Co Ltd	16,924	$458,809
7	RIVN	Rivian Automotive, Inc. / DE	19,037	$330,291
8	NIO	NIO Inc. This page	10,451	$52,882

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,882	10,451	-20.3%	Shares	Defined	2026-08-17
2022-09-30	$206,776	13,112	-4.6%	Shares	Defined	2022-11-14
2022-03-31	$289,374	13,747	-13.4%	Shares	Defined	2022-05-16
2021-12-31	$502,793	15,871	-10.0%	Shares	Defined	2022-02-14
2021-09-30	$628,263	17,633	-8.6%	Shares	Defined	2021-11-15
2021-06-30	$1,025,855	19,283	-2.4%	Shares	Defined	2021-08-13
2021-03-31	$769,777	19,748	-18.7%	Shares	Defined	2021-05-14
2020-12-31	$1,183,358	24,279	+130.8%	Shares	Defined	2021-02-17
2020-09-30	$223,213	10,519	-45.7%	Shares	Defined	2020-11-13
2020-06-30	$149,436	19,357	-7.5%	Shares	Defined	2020-08-13
2020-03-31	$58,182	20,929	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.