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

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

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.