Bartlett & Co Wealth Management’s NIO NIO Stock Holding History

Bartlett & Co Wealth 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 Q1	$304	Hold	50	–	–	﹤0.01%	1188
2025 Q4	$255	Hold	50	–	–	﹤0.01%	1187
2025 Q3	$381	Hold	50	–	–	﹤0.01%	1146
2025 Q2	$172	Hold	50	–	–	﹤0.01%	1204
2025 Q1	$191	Hold	50	–	–	﹤0.01%	1169
2024 Q4	$218	Hold	50	–	–	﹤0.01%	1098
2024 Q3	$334	Sell	50 -15	-23%	-$69	﹤0.01%	1099
2024 Q2	$270	Hold	65	–	–	﹤0.01%	1108
2024 Q1	$293	Buy	65 +15	+30%	+$90	﹤0.01%	1097
2023 Q4	$472	Hold	50	–	–	﹤0.01%	1198
2023 Q3	$452	Hold	50	–	–	﹤0.01%	1133
2023 Q2	$485	Hold	50	–	–	﹤0.01%	1119
2023 Q1	$526	Hold	50	–	–	﹤0.01%	1031
2022 Q4	$488	Hold	50	–	–	﹤0.01%	1067
2022 Q3	$789	Hold	50	–	–	﹤0.01%	1127
2022 Q2	$1.09K	Hold	50	–	–	﹤0.01%	1238
2022 Q1	$1.05K	Buy	+50	New	+$1.18K	﹤0.01%	1019

Other funds holding NIO

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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 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

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return