Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NIO NIO Stock Holding History

Carson Wealth (CWM LLC)’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 		$117K Buy
19,347
+3,610
+23% +$18.2K ﹤0.01% 3133
2025
Q4 		$80K Sell
15,737
-1,335
-8% -$8.24K ﹤0.01% 3233
2025
Q3 		$130K Buy
17,072
+1,299
+8% +$7K ﹤0.01% 2774
2025
Q2 		$54K Sell
15,773
-4,687
-23% -$17.5K ﹤0.01% 3225
2025
Q1 		$78K Sell
20,460
-5,131
-20% -$22.6K ﹤0.01% 2631
2024
Q4 		$112K Buy
25,591
+1,864
+8% +$9.48K ﹤0.01% 2212
2024
Q3 		$158K Sell
23,727
-672
-3% -$3.09K ﹤0.01% 1887
2024
Q2 		$102K Buy
24,399
+3,371
+16% +$15.9K ﹤0.01% 1964
2024
Q1 		$95K Sell
21,028
-10,409
-33% -$62.8K ﹤0.01% 1910
2023
Q4 		$285K Buy
31,437
+16,792
+115% +$133K ﹤0.01% 1276
2023
Q3 		$132K Sell
14,645
-3,697
-20% -$41.2K ﹤0.01% 1485
2023
Q2 		$178K Buy
18,342
+3,399
+23% +$28.8K ﹤0.01% 1300
2023
Q1 		$157K Buy
14,943
+5,352
+56% +$54.7K ﹤0.01% 1298
2022
Q4 		$94K Sell
9,591
-102
-1% -$1.18K ﹤0.01% 1402
2022
Q3 		$153K Buy
9,693
+186
+2% +$3.68K ﹤0.01% 1155
2022
Q2 		$206K Buy
9,507
+2,639
+38% +$48.4K ﹤0.01% 1038
2022
Q1 		$145K Sell
6,868
-1,718
-20% -$40.5K ﹤0.01% 1181
2021
Q4 		$272K Buy
+8,586
New +$316K ﹤0.01% 910
2021
Q2 		$340K Hold
6,384
– – ﹤0.01% 758
2021
Q1 		$340K Hold
6,384
– – ﹤0.01% 758
2020
Q4 		$340K Hold
6,384
– – ﹤0.01% 758
2020
Q3 		$340K Hold
6,384
– – ﹤0.01% 758
2020
Q2 		$340K Hold
6,384
– – ﹤0.01% 758
2020
Q1 		$340K Hold
6,384
– – ﹤0.01% 758
2019
Q4 		$340K Hold
6,384
– – ﹤0.01% 758
2019
Q3 		$340K Hold
6,384
– – ﹤0.01% 757
2019
Q2 		$340K Hold
6,384
– – ﹤0.01% 757
2019
Q1 		$340K Buy
+6,384
New +$45.2K ﹤0.01% 757

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NIO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NIO (NIO) stake by 23% in Q1 2026, buying an estimated $18.2K and bringing the position to 19,347 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

Carson Wealth (CWM LLC) first reported a position in NIO in Q1 2019 and has held it in 28 quarters since. The position peaked at $340K in Q2 2021. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,347 shares of NIO worth $117K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,610 NIO shares in Q1 2026, an estimated $18.2K.
  • NIO made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3133 holding.
  • Carson Wealth (CWM LLC) first reported a position in NIO in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s NIO position peaked at $340K in Q2 2021.
  • 433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.