CAWM
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Capital A Wealth Management’s NIO NIO Stock Holding History

Capital A 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
2025
Q2 		$145 Hold
16
– – ﹤0.01% 414
2025
Q1 		$61 Sell
16
-50
-76% -$220 ﹤0.01% 699
2024
Q4 		$288 Buy
+66
New +$336 ﹤0.01% 706

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital A Wealth Management's NIO Position: Q2 2025 in Review

Capital A Wealth Management held its NIO (NIO) position steady in Q2 2025 at 16 shares worth $145. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Capital A Wealth Management first reported a position in NIO in Q4 2024 and has held it in 3 quarters since. The position peaked at $288 in Q4 2024. 383 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

  • Capital A Wealth Management held 16 shares of NIO worth $145 as of Q2 2025.
  • Capital A Wealth Management left its NIO share count unchanged in Q2 2025.
  • NIO made up ﹤0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #414 holding.
  • Capital A Wealth Management first reported a position in NIO in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's NIO position peaked at $288 in Q4 2024.
  • 383 funds tracked by Wall St. Rank held NIO as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.