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 Q3	$1.94K	Buy	566 +50	+10%	+$218	﹤0.01%	2507
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%	-$2.74K	﹤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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

CoreCap Advisors's NIO Position: Q3 2026 in Review

CoreCap Advisors increased its NIO (NIO) stake by 9.7% in Q3 2026, buying an estimated $218 and bringing the position to 566 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

CoreCap Advisors first reported a position in NIO in Q4 2021 and has held it in 14 quarters since. The position peaked at $57K in Q4 2021. 63 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

CoreCap Advisors held 566 shares of NIO worth $1.94K as of Q3 2026.
CoreCap Advisors bought 50 NIO shares in Q3 2026, an estimated $218.
NIO made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2507 holding.
CoreCap Advisors first reported a position in NIO in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's NIO position peaked at $57K in Q4 2021.
63 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.