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Caprock Group’s NIO NIO Stock Holding History

Caprock Group’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 		– Sell
-10,964
Closed -$55.9K – 1232
2025
Q4 		$55.9K Sell
10,964
-2,758
-20% -$17K ﹤0.01% 1174
2025
Q3 		$87.5K Buy
+13,722
New +$73.9K ﹤0.01% 1100
2025
Q1 		$43.8K Sell
11,492
-8,250
-42% -$36.3K ﹤0.01% 1055
2024
Q4 		$86.1K Buy
19,742
+5,347
+37% +$27.2K ﹤0.01% 970
2024
Q3 		$96.2K Sell
14,395
-718
-5% -$3.3K ﹤0.01% 873
2024
Q2 		$62.9K Buy
+15,113
New +$71.5K ﹤0.01% 837
2024
Q1 		– Sell
-11,598
Closed -$105K – 737
2023
Q4 		$105K Sell
11,598
-5,814
-33% -$46.1K 0.01% 676
2023
Q3 		$157K Buy
+17,412
New +$194K 0.01% 623

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caprock Group's NIO Position: Q1 2026 in Review

Caprock Group sold out of NIO (NIO) in Q1 2026, closing a stake of 10,964 shares — an estimated $55.9K sold.

Caprock Group first reported a position in NIO in Q3 2023 and held it in 8 quarters. The position peaked at $157K in Q3 2023. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Caprock Group reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
  • Caprock Group sold 10,964 NIO shares in Q1 2026, an estimated $55.9K.
  • Caprock Group first reported a position in NIO in Q3 2023 and held it in 8 quarters.
  • Caprock Group's NIO position peaked at $157K in Q3 2023.
  • 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.