Capstone Investment Advisors
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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
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

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

Capstone Investment Advisors's NIO Position: Q1 2026 in Review

Capstone Investment Advisors reduced its NIO (NIO) stake by 20% in Q1 2026, selling an estimated $44.7K and leaving 34,397 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Capstone Investment Advisors first reported a position in NIO in Q1 2019 and has held it in 16 quarters since. The position peaked at $4.07M in Q1 2019. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Capstone Investment Advisors held 34,397 shares of NIO worth $207K as of Q1 2026.
  • Capstone Investment Advisors sold 8,851 NIO shares in Q1 2026, an estimated $44.7K.
  • NIO made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1513 holding.
  • Capstone Investment Advisors first reported a position in NIO in Q1 2019 and has held it in 16 quarters since.
  • Capstone Investment Advisors's NIO position peaked at $4.07M in Q1 2019.
  • 433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.