Bard Financial Services’s NIO NIO Stock Holding History

Bard Financial Services’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
2025 Q3	$78.1K	Hold	10,250	–	–	0.01%	199
2025 Q2	$35.2K	Sell	10,250 -1,250	-11%	-$4.66K	﹤0.01%	198
2025 Q1	$43.8K	Hold	11,500	–	–	0.01%	201
2024 Q4	$50.1K	Hold	11,500	–	–	0.01%	200
2024 Q3	$76.8K	Hold	11,500	–	–	0.01%	200
2024 Q2	$47.8K	Hold	11,500	–	–	﹤0.01%	214
2024 Q1	$51.8K	Sell	11,500 -3,875	-25%	-$23.4K	0.01%	223
2023 Q4	$139K	Sell	15,375 -1,250	-8%	-$9.92K	0.02%	214
2023 Q3	$150K	Buy	16,625 +1,250	+8%	+$13.9K	0.02%	211
2023 Q2	$149K	Hold	15,375	–	–	0.01%	301
2023 Q1	$162K	Hold	15,375	–	–	0.01%	306
2022 Q4	$150K	Sell	15,375 -2,250	-13%	-$25.9K	0.01%	285
2022 Q3	$278K	Hold	17,625	–	–	0.03%	242
2022 Q2	$383K	Buy	17,625 +1,250	+8%	+$22.9K	0.04%	217
2022 Q1	$345K	Buy	16,375 +2,350	+17%	+$55.3K	0.03%	225
2021 Q4	$444K	Hold	14,025	–	–	0.04%	195
2021 Q3	$500K	Sell	14,025 -2,575	-16%	-$106K	0.04%	183
2021 Q2	$883K	Buy	16,600 +525	+3%	+$21K	0.08%	152
2021 Q1	$627K	Buy	16,075 +9,450	+143%	+$482K	0.06%	162
2020 Q4	$323K	Buy	+6,625	New	+$256K	0.03%	203

Other funds holding NIO

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Bard Financial Services's NIO Position: Q3 2025 in Review

Bard Financial Services held its NIO (NIO) position steady in Q3 2025 at 10,250 shares worth $78.1K. The position accounts for 0.01% of the portfolio, ranked #199.

Bard Financial Services first reported a position in NIO in Q4 2020 and has held it in 20 quarters since. The position peaked at $883K in Q2 2021. 408 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

Bard Financial Services held 10,250 shares of NIO worth $78.1K as of Q3 2025.
Bard Financial Services left its NIO share count unchanged in Q3 2025.
NIO made up 0.01% of Bard Financial Services's portfolio in Q3 2025, its #199 holding.
Bard Financial Services first reported a position in NIO in Q4 2020 and has held it in 20 quarters since.
Bard Financial Services's NIO position peaked at $883K in Q2 2021.
408 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.