Aspect Partners’s NIO NIO Stock Holding History

Aspect Partners’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	$1.03K	Hold	300	–	–	﹤0.01%	582
2026 Q2	$1.52K	Sell	300 -831	-73%	-$4.84K	﹤0.01%	534
2026 Q1	$6.82K	Hold	1,131	–	–	﹤0.01%	317
2025 Q4	$5.77K	Buy	1,131 +120	+12%	+$740	﹤0.01%	355
2025 Q3	$7.7K	Buy	1,011 +711	+237%	+$3.83K	﹤0.01%	349
2025 Q2	$1.03K	Hold	300	–	–	﹤0.01%	526
2025 Q1	$1.14K	Hold	300	–	–	﹤0.01%	495
2024 Q4	$1.31K	Hold	300	–	–	﹤0.01%	507
2024 Q3	$2K	Hold	300	–	–	﹤0.01%	446
2024 Q2	$1.25K	Hold	300	–	–	﹤0.01%	492
2024 Q1	$1.35K	Hold	300	–	–	﹤0.01%	473
2023 Q4	$2.72K	Buy	+300	New	+$2.38K	﹤0.01%	403

Other funds holding NIO

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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Aspect Partners's NIO Position: Q3 2026 in Review

Aspect Partners held its NIO (NIO) position steady in Q3 2026 at 300 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Aspect Partners first reported a position in NIO in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.7K in Q3 2025. 73 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Aspect Partners held 300 shares of NIO worth $1.03K as of Q3 2026.
Aspect Partners left its NIO share count unchanged in Q3 2026.
NIO made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #582 holding.
Aspect Partners first reported a position in NIO in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's NIO position peaked at $7.7K in Q3 2025.
73 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.