Concord Wealth Partners’s NIO NIO Stock Holding History

Concord Wealth 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	-3	Closed	-$15	–	589
2025 Q4	$15	Hold	3	–	–	﹤0.01%	842
2025 Q3	$23	Hold	3	–	–	﹤0.01%	823
2025 Q2	$10	Hold	3	–	–	﹤0.01%	857
2025 Q1	$11	Hold	3	–	–	﹤0.01%	808
2024 Q4	$13	Hold	3	–	–	﹤0.01%	918
2024 Q3	$20	Hold	3	–	–	﹤0.01%	951
2024 Q2	$12	Hold	3	–	–	﹤0.01%	832
2024 Q1	$14	Sell	3 -45	-94%	-$271	﹤0.01%	847
2023 Q4	$435	Sell	48 -5	-9%	-$40	﹤0.01%	783
2023 Q3	$479	Sell	53 -24	-31%	-$267	﹤0.01%	984
2023 Q2	$746	Hold	77	–	–	﹤0.01%	968
2023 Q1	$809	Hold	77	–	–	﹤0.01%	915
2022 Q4	$751	Buy	+77	New	+$887	﹤0.01%	1122
2022 Q3	–	Sell	-3	Closed	–	–	773
2022 Q2	$0	Sell	3 -282	-99%	-$5.17K	﹤0.01%	1326
2022 Q1	$6K	Sell	285 -170	-37%	-$4K	﹤0.01%	875
2021 Q4	$14K	Buy	455 +355	+355%	+$13K	﹤0.01%	717
2021 Q3	$4K	Sell	100 -388	-80%	-$15.9K	﹤0.01%	637
2021 Q2	$26K	Sell	488 -519	-52%	-$20.8K	0.01%	454
2021 Q1	$39K	Buy	1,007 +896	+807%	+$45.7K	0.01%	373
2020 Q4	$5K	Buy	+111	New	+$4.29K	﹤0.01%	419

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

Concord Wealth Partners's NIO Position: Q1 2026 in Review

Concord Wealth Partners sold out of NIO (NIO) in Q1 2026, closing a stake of 3 shares — an estimated $15 sold.

Concord Wealth Partners first reported a position in NIO in Q4 2020 and held it in 20 quarters. The position peaked at $39K in Q1 2021. 434 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Concord Wealth Partners reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 3 NIO shares in Q1 2026, an estimated $15.
Concord Wealth Partners first reported a position in NIO in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's NIO position peaked at $39K in Q1 2021.
434 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.