Rothwell Investment Advisors, LLC’s NIO NIO Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$21	Buy	+6	New	+$26	﹤0.01%	1126

Other funds holding NIO

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Rothwell Investment Advisors, LLC's NIO Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in NIO (NIO) in Q3 2026: 6 shares worth $21. The stake represents ﹤0.01% of the portfolio and ranks #1126 among its holdings.

193 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Rothwell Investment Advisors, LLC held 6 shares of NIO worth $21 as of Q3 2026.
NIO was a new Rothwell Investment Advisors, LLC position in Q3 2026.
NIO made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1126 holding.
193 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.