Capstone Investment Advisors
NIO icon

Capstone Investment Advisors’s NIO NIO Stock Holding History

Capstone Investment Advisors’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 		$204K Buy
40,408
+6,011
+17% +$35K ﹤0.01% 1603
2026
Q1 		$207K Sell
34,397
-8,851
-20% -$44.7K ﹤0.01% 1513
2025
Q4 		$221K Buy
+43,248
New +$267K ﹤0.01% 1471
2024
Q4 		– Sell
-9,609
Closed -$48.9K – 1963
2024
Q3 		$64.2K Buy
+9,609
New +$44.2K ﹤0.01% 1776
2024
Q2 		– Sell
-225,934
Closed -$1.07M – 2332
2024
Q1 		$1.02M Buy
225,934
+167,481
+287% +$1.01M ﹤0.01% 1144
2023
Q4 		$530K Buy
58,453
+47,508
+434% +$377K ﹤0.01% 1310
2023
Q3 		$98.9K Sell
10,945
-32,560
-75% -$362K ﹤0.01% 1957
2023
Q2 		$422K Buy
43,505
+43,215
+14,902% +$366K ﹤0.01% 1232
2023
Q1 		$3.05K Buy
+290
New +$2.96K ﹤0.01% 1494
2022
Q4 		– Sell
-109,200
Closed -$1.26M – 1614
2022
Q3 		$1.72M Buy
109,200
+15,600
+17% +$309K 0.01% 818
2022
Q2 		$2.03M Buy
93,600
+6,200
+7% +$114K 0.01% 754
2022
Q1 		$1.84M Buy
87,400
+25,500
+41% +$601K 0.01% 1096
2021
Q4 		$1.96M Buy
61,900
+56,200
+986% +$2.07M ﹤0.01% 1119
2021
Q3 		$203K Buy
+5,700
New +$234K ﹤0.01% 1689
2019
Q4 		– Sell
-42,100
Closed -$84.7K – 1425
2019
Q3 		$66K Sell
42,100
-618,900
-94% -$1.89M ﹤0.01% 1295
2019
Q2 		$1.69M Sell
661,000
-136,000
-17% -$546K 0.01% 791
2019
Q1 		$4.07M Buy
+797,000
New +$5.65M 0.04% 407

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Capstone Investment Advisors's NIO Position: Q2 2026 in Review

Capstone Investment Advisors increased its NIO (NIO) stake by 17% in Q2 2026, buying an estimated $35K and bringing the position to 40,408 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Capstone Investment Advisors first reported a position in NIO in Q1 2019 and has held it in 17 quarters since. The position peaked at $4.07M in Q1 2019. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Capstone Investment Advisors held 40,408 shares of NIO worth $204K as of Q2 2026.
  • Capstone Investment Advisors bought 6,011 NIO shares in Q2 2026, an estimated $35K.
  • NIO made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1603 holding.
  • Capstone Investment Advisors first reported a position in NIO in Q1 2019 and has held it in 17 quarters since.
  • Capstone Investment Advisors's NIO position peaked at $4.07M in Q1 2019.
  • 423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.