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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
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

D.E. Shaw & Co
D.E. Shaw & Co New York $127B 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 $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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 $564B AUM 30.12% 1-Year Est. Return