Cape Investment Advisory’s NIO NIO Stock Holding History

Cape Investment Advisory’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	$2.73K	Buy	+540	New	+$3.15K	﹤0.01%	1172
2026 Q1	–	Sell	-540	Closed	-$2.75K	–	842
2025 Q4	$2.75K	Buy	540 +216	+67%	+$1.33K	﹤0.01%	1043
2025 Q3	$2.47K	Sell	324 -260	-45%	-$1.4K	﹤0.01%	647
2025 Q2	$2K	Hold	584	–	–	﹤0.01%	938
2025 Q1	$2.23K	Hold	584	–	–	﹤0.01%	880
2024 Q4	$2.55K	Hold	584	–	–	﹤0.01%	847
2024 Q3	$3.9K	Hold	584	–	–	﹤0.01%	753
2024 Q2	$2.43K	Sell	584 -301	-34%	-$1.42K	﹤0.01%	770
2024 Q1	$3.98K	Sell	885 -113	-11%	-$681	﹤0.01%	680
2023 Q4	$9.05K	Buy	998 +113	+13%	+$897	﹤0.01%	685
2023 Q3	$8K	Sell	885 -945	-52%	-$10.5K	﹤0.01%	598
2023 Q2	$17.7K	Sell	1,830 -350	-16%	-$2.96K	0.01%	461
2023 Q1	$22.9K	Buy	+2,180	New	+$22.3K	0.01%	401

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

Cape Investment Advisory's NIO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in NIO (NIO) in Q2 2026: 540 shares worth $2.73K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NIO as recently as Q4 2025.

Cape Investment Advisory first reported a position in NIO in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.9K in Q1 2023. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Cape Investment Advisory held 540 shares of NIO worth $2.73K as of Q2 2026.
NIO was a new Cape Investment Advisory position in Q2 2026.
NIO made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1172 holding.
Cape Investment Advisory first reported a position in NIO in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's NIO position peaked at $22.9K in Q1 2023.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.