Cascade Financial Partners’s NIO NIO Stock Holding History

Cascade Financial Partners’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	-12,048	Closed	-$61.4K	–	277
2025 Q4	$61.4K	Buy	+12,048	New	+$74.3K	0.01%	270

Other funds holding NIO

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cascade Financial Partners's NIO Position: Q1 2026 in Review

Cascade Financial Partners sold out of NIO (NIO) in Q1 2026, closing a stake of 12,048 shares — an estimated $61.4K sold.

Cascade Financial Partners first reported a position in NIO in Q4 2025 and held it in 1 quarter. The position peaked at $61.4K in Q4 2025. 434 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Cascade Financial Partners reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
Cascade Financial Partners sold 12,048 NIO shares in Q1 2026, an estimated $61.4K.
Cascade Financial Partners first reported a position in NIO in Q4 2025 and held it in 1 quarter.
Cascade Financial Partners's NIO position peaked at $61.4K in Q4 2025.
434 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.