CoreCap Advisors’s NIO NIO Stock Holding History

CoreCap 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 Q2	$2.61K	Hold	516	–	–	﹤0.01%	2471
2026 Q1	$3.11K	Buy	516 +100	+24%	+$505	﹤0.01%	2302
2025 Q4	$2.12K	Sell	416 -1,399	-77%	-$8.63K	﹤0.01%	2463
2025 Q3	$13.8K	Hold	1,815	–	–	﹤0.01%	1802
2025 Q2	$6.22K	Sell	1,815 -500	-22%	-$1.86K	﹤0.01%	2054
2025 Q1	$8.82K	Buy	2,315 +500	+28%	+$2.2K	﹤0.01%	1874
2024 Q4	$7.91K	Buy	1,815 +1,475	+434%	+$7.51K	﹤0.01%	1856
2024 Q3	$2.27K	Sell	340 -595	-64%	-$2.73K	﹤0.01%	2161
2024 Q2	$3.89K	Buy	935 +479	+105%	+$2.27K	﹤0.01%	1209
2024 Q1	$2.05K	Buy	+456	New	+$2.75K	﹤0.01%	2117
2022 Q4	$6.47K	Buy	+664	New	+$7.65K	﹤0.01%	1675
2022 Q3	–	Sell	-852	Closed	-$19K	–	1523
2022 Q2	$19K	Buy	+852	New	+$15.6K	﹤0.01%	1258
2022 Q1	–	Sell	-1,805	Closed	-$57K	–	1513
2021 Q4	$57K	Buy	+1,805	New	+$66.3K	﹤0.01%	950

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

CoreCap Advisors's NIO Position: Q2 2026 in Review

CoreCap Advisors held its NIO (NIO) position steady in Q2 2026 at 516 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

CoreCap Advisors first reported a position in NIO in Q4 2021 and has held it in 13 quarters since. The position peaked at $57K in Q4 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

CoreCap Advisors held 516 shares of NIO worth $2.61K as of Q2 2026.
CoreCap Advisors left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2471 holding.
CoreCap Advisors first reported a position in NIO in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's NIO position peaked at $57K in Q4 2021.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.