Position in NIO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,345
-$1,216 QoQ
Shares Held
1,254
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 418 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NIO Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026SHP Wealth Management holds $4,231,810 across 11 Auto Manufacturers names. NIO ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
9,151 | $3,848,910 | |
| 2 | RACE |
Ferrari N.V.
|
717 | $266,931 | |
| 3 | F |
Ford Motor Co
|
4,761 | $66,177 | |
| 4 | TM |
Toyota Motor Corp/
|
83 | $13,978 | |
| 5 | GM |
General Motors Co
|
170 | $13,103 | |
| 6 | RIVN |
Rivian Automotive, Inc. / DE
|
432 | $7,495 | |
| 7 | NIO |
NIO Inc.
This page
|
1,254 | $6,345 | |
| 8 | HMC |
Honda Motor Co Ltd
|
160 | $4,337 |
All Filings in NIO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,345 | 1,254 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,561 | 1,254 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,799 | 745 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||