Atlas Capital Advisors’s NIO NIO Stock Holding History

Atlas Capital Advisors’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 Q2	–	Sell	-2,845	Closed	-$17.2K	–	1082
2026 Q1	$17.2K	Hold	2,845	–	–	﹤0.01%	767
2025 Q4	$14.5K	Buy	+2,845	New	+$17.6K	﹤0.01%	733
2025 Q2	$9.76K	Hold	2,845	–	–	﹤0.01%	778
2025 Q1	$10.8K	Hold	2,845	–	–	﹤0.01%	795
2024 Q4	$12.4K	Buy	+2,845	New	+$14.5K	﹤0.01%	761
2024 Q3	–	Sell	-4,254	Closed	-$17.7K	–	941
2024 Q2	$17.7K	Buy	+4,254	New	+$20.1K	﹤0.01%	697
2024 Q1	–	Sell	-3,856	Closed	-$35K	–	941
2023 Q4	$35K	Hold	3,856	–	–	0.01%	635
2023 Q3	$34.9K	Hold	3,856	–	–	0.01%	582
2023 Q2	$37.4K	Hold	3,856	–	–	0.01%	605
2023 Q1	$40.5K	Hold	3,856	–	–	0.01%	589
2022 Q4	$37.6K	Hold	3,856	–	–	0.01%	584
2022 Q3	$60.8K	Hold	3,856	–	–	0.01%	511
2022 Q2	$83.8K	Sell	3,856 -265	-6%	-$4.86K	0.01%	488
2022 Q1	$86.7K	Buy	4,121 +66	+2%	+$1.55K	0.01%	489
2021 Q4	$128K	Hold	4,055	–	–	0.02%	420
2021 Q3	$144K	Hold	4,055	–	–	0.02%	395
2021 Q2	$216K	Hold	4,055	–	–	0.04%	347
2021 Q1	$158K	Hold	4,055	–	–	0.03%	356
2020 Q4	$198K	Buy	+4,055	New	+$157K	0.04%	307

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Atlas Capital Advisors's NIO Position: Q2 2026 in Review

Atlas Capital Advisors sold out of NIO (NIO) in Q2 2026, closing a stake of 2,845 shares — an estimated $17.2K sold.

Atlas Capital Advisors first reported a position in NIO in Q4 2020 and held it in 19 quarters. The position peaked at $216K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Atlas Capital Advisors reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
Atlas Capital Advisors sold 2,845 NIO shares in Q2 2026, an estimated $17.2K.
Atlas Capital Advisors first reported a position in NIO in Q4 2020 and held it in 19 quarters.
Atlas Capital Advisors's NIO position peaked at $216K in Q2 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.