Ballentine Partners’s NIO NIO Stock Holding History

Ballentine 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 Q2	$366K	Buy	72,244 +23,454	+48%	+$137K	﹤0.01%	695
2026 Q1	$294K	Buy	48,790 +4,958	+11%	+$25K	﹤0.01%	752
2025 Q4	$224K	Buy	43,832 +747	+2%	+$4.61K	﹤0.01%	874
2025 Q3	$328K	Buy	43,085 +2,885	+7%	+$15.5K	﹤0.01%	678
2025 Q2	$138K	Buy	40,200 +8,503	+27%	+$31.7K	﹤0.01%	916
2025 Q1	$121K	Buy	31,697 +189	+0.6%	+$832	﹤0.01%	846
2024 Q4	$137K	Buy	31,508 +7,488	+31%	+$38.1K	﹤0.01%	814
2024 Q3	$160K	Buy	24,020 +2,482	+12%	+$11.4K	﹤0.01%	770
2024 Q2	$89.6K	Sell	21,538 -2,155	-9%	-$10.2K	﹤0.01%	730
2024 Q1	$107K	Buy	+23,693	New	+$143K	﹤0.01%	706

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

Ballentine Partners's NIO Position: Q2 2026 in Review

Ballentine Partners increased its NIO (NIO) stake by 48% in Q2 2026, buying an estimated $137K and bringing the position to 72,244 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Ballentine Partners first reported a position in NIO in Q1 2024 and has held it in 10 quarters since. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Ballentine Partners held 72,244 shares of NIO worth $366K as of Q2 2026.
Ballentine Partners bought 23,454 NIO shares in Q2 2026, an estimated $137K.
NIO made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #695 holding.
Ballentine Partners first reported a position in NIO in Q1 2024 and has held it in 10 quarters since.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.