Baker Avenue Asset Management’s NIO NIO Stock Holding History

Baker Avenue Asset 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
2026 Q2	$2.75M	Sell	543,197 -1,475	-0.3%	-$8.59K	0.05%	199
2026 Q1	$3.28M	Sell	544,672 -8,300	-2%	-$41.9K	0.07%	178
2025 Q4	$2.82M	Sell	552,972 -6,430	-1%	-$39.7K	0.07%	181
2025 Q3	$4.26M	Buy	+559,402	New	+$3.01M	0.1%	141
2023 Q3	–	Sell	-19,272	Closed	-$187K	–	1674
2023 Q2	$187K	Buy	19,272 +19,000	+6,985%	+$161K	0.01%	349
2023 Q1	$2.86K	Sell	272 -52,900	-99%	-$541K	﹤0.01%	929
2022 Q4	$518K	Buy	+53,172	New	+$613K	0.03%	240

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

Baker Avenue Asset Management's NIO Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its NIO (NIO) stake by 0.27% in Q2 2026, selling an estimated $8.59K and leaving 543,197 shares worth $2.75M. The position accounts for 0.05% of the portfolio, ranked #199.

Baker Avenue Asset Management first reported a position in NIO in Q4 2022 and has held it in 7 quarters since. The position peaked at $4.26M in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Baker Avenue Asset Management held 543,197 shares of NIO worth $2.75M as of Q2 2026.
Baker Avenue Asset Management sold 1,475 NIO shares in Q2 2026, an estimated $8.59K.
NIO made up 0.05% of Baker Avenue Asset Management's portfolio in Q2 2026, its #199 holding.
Baker Avenue Asset Management first reported a position in NIO in Q4 2022 and has held it in 7 quarters since.
Baker Avenue Asset Management's NIO position peaked at $4.26M in Q3 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.