Callan Family Office’s NIO NIO Stock Holding History

Callan Family Office’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	$91.9K	Sell	18,164 -1,920	-10%	-$11.2K	﹤0.01%	1180
2026 Q1	$121K	Buy	20,084 +342	+2%	+$1.73K	﹤0.01%	1085
2025 Q4	$101K	Buy	+19,742	New	+$122K	﹤0.01%	1077
2025 Q1	–	Sell	-10,069	Closed	-$43.9K	–	618
2024 Q4	$43.9K	Buy	+10,069	New	+$51.2K	﹤0.01%	623

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

Callan Family Office's NIO Position: Q2 2026 in Review

Callan Family Office reduced its NIO (NIO) stake by 9.6% in Q2 2026, selling an estimated $11.2K and leaving 18,164 shares worth $91.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Callan Family Office first reported a position in NIO in Q4 2024 and has held it in 4 quarters since. The position peaked at $121K in Q1 2026. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Callan Family Office held 18,164 shares of NIO worth $91.9K as of Q2 2026.
Callan Family Office sold 1,920 NIO shares in Q2 2026, an estimated $11.2K.
NIO made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1180 holding.
Callan Family Office first reported a position in NIO in Q4 2024 and has held it in 4 quarters since.
Callan Family Office's NIO position peaked at $121K in Q1 2026.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.