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Axim Planning & Wealth’s NIO NIO Stock Holding History

Axim Planning & Wealth’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
Q1 		$386K Hold
64,000
– – 0.47% 44
2025
Q4 		$326K Buy
64,000
+45,000
+237% +$278K 0.34% 46
2025
Q3 		$145K Buy
+19,000
New +$102K 0.11% 79

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axim Planning & Wealth's NIO Position: Q1 2026 in Review

Axim Planning & Wealth reduced its NIO (NIO) stake by 4% in Q1 2026, selling an estimated $26.2K and leaving 126,294 shares worth $762K. The position accounts for 0.92% of the portfolio, ranked #14.

Axim Planning & Wealth first reported a position in NIO in Q2 2022 and has held it in 16 quarters since. The position peaked at $35.9M in Q2 2022. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Axim Planning & Wealth held 126,294 shares of NIO worth $762K as of Q1 2026.
  • Axim Planning & Wealth sold 5,198 NIO shares in Q1 2026, an estimated $26.2K.
  • NIO made up 0.92% of Axim Planning & Wealth's portfolio in Q1 2026, its #14 holding.
  • Axim Planning & Wealth first reported a position in NIO in Q2 2022 and has held it in 16 quarters since.
  • Axim Planning & Wealth's NIO position peaked at $35.9M in Q2 2022.
  • 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.