Capital Advisors Ltd’s NIO NIO Stock Holding History

Capital Advisors Ltd’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	$5K	Hold	1,000	–	–	﹤0.01%	973
2026 Q1	$6K	Hold	1,000	–	–	﹤0.01%	928
2025 Q4	$5K	Sell	1,000 -1,000	-50%	-$6.17K	﹤0.01%	947
2025 Q3	$15K	Hold	2,000	–	–	﹤0.01%	713
2025 Q2	$7K	Hold	2,000	–	–	﹤0.01%	869
2025 Q1	$8K	Hold	2,000	–	–	﹤0.01%	832
2024 Q4	$9K	Hold	2,000	–	–	﹤0.01%	815
2024 Q3	$13K	Hold	2,000	–	–	﹤0.01%	720
2024 Q2	$8K	Hold	2,000	–	–	﹤0.01%	806
2024 Q1	$9K	Hold	2,000	–	–	﹤0.01%	743
2023 Q4	$18K	Hold	2,000	–	–	﹤0.01%	579
2023 Q3	$18K	Hold	2,000	–	–	﹤0.01%	577
2023 Q2	$19K	Hold	2,000	–	–	﹤0.01%	585
2023 Q1	$21K	Hold	2,000	–	–	﹤0.01%	456
2022 Q4	$20K	Hold	2,000	–	–	﹤0.01%	465
2022 Q3	$32K	Buy	2,000 +1,000	+100%	+$19.8K	0.01%	406
2022 Q2	$22K	Hold	1,000	–	–	﹤0.01%	427
2022 Q1	$21K	Hold	1,000	–	–	﹤0.01%	439
2021 Q4	$32K	Hold	1,000	–	–	0.01%	395
2021 Q3	$36K	Hold	1,000	–	–	0.01%	347
2021 Q2	$53K	Hold	1,000	–	–	0.01%	313
2021 Q1	$39K	Hold	1,000	–	–	0.01%	311
2020 Q4	$49K	Buy	+1,000	New	+$38.7K	0.01%	285

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

Capital Advisors Ltd's NIO Position: Q2 2026 in Review

Capital Advisors Ltd held its NIO (NIO) position steady in Q2 2026 at 1,000 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Capital Advisors Ltd first reported a position in NIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $53K in Q2 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Capital Advisors Ltd held 1,000 shares of NIO worth $5K as of Q2 2026.
Capital Advisors Ltd left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #973 holding.
Capital Advisors Ltd first reported a position in NIO in Q4 2020 and has held it in 23 quarters since.
Capital Advisors Ltd's NIO position peaked at $53K in Q2 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.