Position in NIO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$60,391
-$7,041 QoQ
Shares Held
11,935
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 418 holders
Holding Since
Dec 2020
3 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $61,372,803 across 7 Auto Manufacturers names. NIO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
131,616 | $55,357,689 | |
| 2 | F |
Ford Motor Co
|
173,791 | $2,415,694 | |
| 3 | GM |
General Motors Co
|
26,170 | $2,017,183 | |
| 4 | RIVN |
Rivian Automotive, Inc. / DE
|
43,828 | $760,415 | |
| 5 | TM |
Toyota Motor Corp/
|
3,250 | $547,365 | |
| 6 | RACE |
Ferrari N.V.
|
575 | $214,066 | |
| 7 | NIO |
NIO Inc.
This page
|
11,935 | $60,391 |
All Filings in NIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,391 | 11,935 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $67,432 | 13,222 | Shares | Sole | 2026-02-18 | |
| 2020-12-31 | $358,239 | 7,350 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||