American Capital Advisory’s NIO NIO Stock Holding History

American Capital Advisory’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	$100	Hold	29	–	–	﹤0.01%	1127
2026 Q2	$147	Hold	29	–	–	﹤0.01%	1105
2026 Q1	$175	Hold	29	–	–	﹤0.01%	1043
2025 Q4	$148	Hold	29	–	–	﹤0.01%	952
2025 Q3	$221	Hold	29	–	–	﹤0.01%	862
2025 Q2	$100	Hold	29	–	–	﹤0.01%	840
2025 Q1	$111	Sell	29 -1,000	-97%	-$4.4K	﹤0.01%	781
2024 Q4	$4.49K	Hold	1,029	–	–	﹤0.01%	357
2024 Q3	$6.87K	Buy	1,029 +1,000	+3,448%	+$4.6K	﹤0.01%	322
2024 Q2	$264	Hold	29	–	–	﹤0.01%	406
2024 Q1	$305	Hold	29	–	–	﹤0.01%	422
2023 Q4	$264	Buy	+29	New	+$230	﹤0.01%	406

Other funds holding NIO

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

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

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 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

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

American Capital Advisory's NIO Position: Q3 2026 in Review

American Capital Advisory held its NIO (NIO) position steady in Q3 2026 at 29 shares worth $100. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

American Capital Advisory first reported a position in NIO in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.87K in Q3 2024. 318 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

American Capital Advisory held 29 shares of NIO worth $100 as of Q3 2026.
American Capital Advisory left its NIO share count unchanged in Q3 2026.
NIO made up ﹤0.01% of American Capital Advisory's portfolio in Q3 2026, its #1127 holding.
American Capital Advisory first reported a position in NIO in Q4 2023 and has held it in 12 quarters since.
American Capital Advisory's NIO position peaked at $6.87K in Q3 2024.
318 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.