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	–	Sell	-1,000,000	Closed	-$5.1M	–	1774
2025 Q4	$5.1M	Hold	1,000,000	–	–	0.01%	363
2025 Q3	$7.62M	Hold	1,000,000	–	–	0.01%	366
2025 Q2	$3.43M	Sell	1,000,000 -300,000	-23%	-$1.12M	0.01%	485
2025 Q1	$4.95M	Hold	1,300,000	–	–	0.01%	454
2024 Q4	$5.67M	Hold	1,300,000	–	–	0.01%	502
2024 Q3	$8.68M	Hold	1,300,000	–	–	0.03%	332
2024 Q2	$5.41M	Buy	1,300,000 +500,000	+63%	+$2.37M	0.02%	435
2024 Q1	$3.6M	Hold	800,000	–	–	0.01%	555
2023 Q4	$7.26M	Hold	800,000	–	–	0.02%	414
2023 Q3	$7.23M	Buy	+800,000	New	+$8.91M	0.03%	347
2022 Q2	–	Sell	-42,500	Closed	-$895K	–	2022
2022 Q1	$895K	Buy	+42,500	New	+$1M	﹤0.01%	1360
2021 Q1	–	Sell	-22,900	Closed	-$1.12M	–	1874
2020 Q4	$1.12M	Sell	22,900 -76,300	-77%	-$2.95M	﹤0.01%	1046
2020 Q3	$2.1M	Sell	99,200 -128,600	-56%	-$1.98M	0.01%	788
2020 Q2	$1.76M	Sell	227,800 -43,000	-16%	-$189K	0.01%	755
2020 Q1	$753K	Sell	270,800 -1,634,800	-86%	-$6.09M	0.01%	793
2019 Q4	$7.66M	Buy	1,905,600 +293,200	+18%	+$590K	0.04%	428
2019 Q3	$2.52M	Buy	1,612,400 +1,066,300	+195%	+$3.26M	0.02%	663
2019 Q2	$1.39M	Buy	+546,100	New	+$2.19M	0.01%	842

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 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.