Cobblestone Asset Management’s NIO NIO Stock Holding History

Cobblestone Asset Management’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 Q3	$334K	Sell	97,498 -750	-0.8%	-$3.27K	0.13%	60
2026 Q2	$497K	Buy	98,248 +6,000	+7%	+$35K	0.21%	53
2026 Q1	$556K	Buy	92,248 +1,500	+2%	+$7.57K	0.25%	55
2025 Q4	$463K	Buy	90,748 +1,200	+1%	+$7.4K	0.21%	55
2025 Q3	$682K	Buy	89,548 +5,598	+7%	+$30.2K	0.31%	43
2025 Q2	$288K	Buy	83,950 +100	+0.1%	+$373	0.15%	60
2025 Q1	$319K	Buy	+83,850	New	+$369K	0.19%	53

Other funds holding NIO

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

DWA

Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $770M AUM 34.25% 1-Year Est. Return

Berman McAleer Timonium, Maryland $862M AUM 13.92% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Cobblestone Asset Management's NIO Position: Q3 2026 in Review

Cobblestone Asset Management reduced its NIO (NIO) stake by 0.76% in Q3 2026, selling an estimated $3.27K and leaving 97,498 shares worth $334K. The position accounts for 0.13% of the portfolio, ranked #60.

Cobblestone Asset Management first reported a position in NIO in Q1 2025 and has held it in 7 quarters since. The position peaked at $682K in Q3 2025. 42 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

Cobblestone Asset Management held 97,498 shares of NIO worth $334K as of Q3 2026.
Cobblestone Asset Management sold 750 NIO shares in Q3 2026, an estimated $3.27K.
NIO made up 0.13% of Cobblestone Asset Management's portfolio in Q3 2026, its #60 holding.
Cobblestone Asset Management first reported a position in NIO in Q1 2025 and has held it in 7 quarters since.
Cobblestone Asset Management's NIO position peaked at $682K in Q3 2025.
42 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Cobblestone Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.