Corient Private Wealth’s NIO NIO Stock Holding History

Corient Private Wealth’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	$248K	Sell	41,848 -128,351	-75%	-$648K	﹤0.01%	2435
2025 Q4	$868K	Buy	170,199 +115,842	+213%	+$715K	﹤0.01%	1961
2025 Q3	$414K	Buy	+54,357	New	+$293K	﹤0.01%	1920
2025 Q2	–	Sell	-23,076	Closed	-$87.9K	–	2510
2025 Q1	$87.9K	Sell	23,076 -10,613	-32%	-$46.7K	﹤0.01%	2184
2024 Q4	$147K	Buy	33,689 +15,600	+86%	+$79.4K	﹤0.01%	2178
2024 Q3	$121K	Sell	18,089 -44,494	-71%	-$204K	﹤0.01%	2303
2024 Q2	$260K	Buy	62,583 +52,028	+493%	+$246K	﹤0.01%	1991
2024 Q1	$47.5K	Sell	10,555 -22,211	-68%	-$134K	﹤0.01%	2226
2023 Q4	$297K	Buy	32,766 +12,918	+65%	+$103K	﹤0.01%	1867
2023 Q3	$179K	Buy	19,848 +7,964	+67%	+$88.7K	﹤0.01%	1944
2023 Q2	$115K	Buy	11,884 +667	+6%	+$5.64K	﹤0.01%	1959
2023 Q1	$118K	Sell	11,217 -3,148	-22%	-$32.2K	﹤0.01%	1867
2022 Q4	$140K	Buy	+14,365	New	+$166K	﹤0.01%	1532

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth's NIO Position: Q1 2026 in Review

Corient Private Wealth reduced its NIO (NIO) stake by 75% in Q1 2026, selling an estimated $648K and leaving 41,848 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #2435.

Corient Private Wealth first reported a position in NIO in Q4 2022 and has held it in 13 quarters since. The position peaked at $868K in Q4 2025. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Corient Private Wealth held 41,848 shares of NIO worth $248K as of Q1 2026.
Corient Private Wealth sold 128,351 NIO shares in Q1 2026, an estimated $648K.
NIO made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2435 holding.
Corient Private Wealth first reported a position in NIO in Q4 2022 and has held it in 13 quarters since.
Corient Private Wealth's NIO position peaked at $868K in Q4 2025.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.