Atlantic Edge Private Wealth Management’s NIO NIO Stock Holding History

Atlantic Edge Private Wealth Management’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
2025 Q4	–	Sell	-500	Closed	-$3.81K	–	592
2025 Q3	$3.81K	Buy	+500	New	+$2.69K	﹤0.01%	465
2024 Q3	–	Sell	-116	Closed	-$483	–	507
2024 Q2	$483	Buy	+116	New	+$549	﹤0.01%	462
2024 Q1	–	Sell	-260	Closed	-$2.36K	–	502
2023 Q4	$2.36K	Buy	+260	New	+$2.06K	﹤0.01%	413

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Atlantic Edge Private Wealth Management's NIO Position: Q4 2025 in Review

Atlantic Edge Private Wealth Management sold out of NIO (NIO) in Q4 2025, closing a stake of 500 shares — an estimated $3.81K sold.

Atlantic Edge Private Wealth Management first reported a position in NIO in Q4 2023 and held it in 3 quarters. The position peaked at $3.81K in Q3 2025. 433 funds tracked by Wall St. Rank hold NIO as of Q4 2025.

Atlantic Edge Private Wealth Management reported no remaining NIO position as of Q4 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 500 NIO shares in Q4 2025, an estimated $3.81K.
Atlantic Edge Private Wealth Management first reported a position in NIO in Q4 2023 and held it in 3 quarters.
Atlantic Edge Private Wealth Management's NIO position peaked at $3.81K in Q3 2025.
433 funds tracked by Wall St. Rank held NIO as of Q4 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.