Bank of Montreal’s NIO NIO Stock Holding History

Bank of Montreal’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
2021 Q2	–	Sell	-2,172,800	Closed	-$84.1M	–	4508
2021 Q1	$84.1M	Sell	2,172,800 -2,882,400	-57%	-$147M	0.05%	292
2020 Q4	$317M	Buy	5,055,200 +1,647,700	+48%	+$63.7M	0.21%	99
2020 Q3	$70.4M	Sell	3,407,500 -89,600	-3%	-$1.38M	0.06%	271
2020 Q2	$51M	Sell	3,497,100 -3,848,200	-52%	-$16.9M	0.05%	317
2020 Q1	$17.6M	Buy	7,345,300 +3,460,900	+89%	+$12.9M	0.02%	534
2019 Q4	$15.6M	Buy	3,884,400 +1,221,000	+46%	+$2.46M	0.01%	774
2019 Q3	$4.16M	Sell	2,663,400 -1,985,500	-43%	-$6.07M	﹤0.01%	1293
2019 Q2	$11.9M	Buy	4,648,900 +4,606,300	+10,813%	+$18.5M	0.01%	823
2019 Q1	$217K	Sell	42,600 -87,700	-67%	-$622K	﹤0.01%	2687
2018 Q4	$830K	Buy	+130,300	New	+$906K	﹤0.01%	1967

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

Bank of Montreal's NIO Position: Q2 2026 in Review

Bank of Montreal reduced its NIO (NIO) stake by 70% in Q2 2026, selling an estimated $1.09M and leaving 78,765 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2594.

Bank of Montreal first reported a position in NIO in Q3 2018 and has held it in 29 quarters since. The position peaked at $69.9M in Q1 2022. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Bank of Montreal held 78,765 shares of NIO worth $399K as of Q2 2026.
Bank of Montreal sold 187,220 NIO shares in Q2 2026, an estimated $1.09M.
NIO made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2594 holding.
Bank of Montreal first reported a position in NIO in Q3 2018 and has held it in 29 quarters since.
Bank of Montreal's NIO position peaked at $69.9M in Q1 2022.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.