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 Q2	$235K	Buy	46,441 +4,593	+11%	+$26.8K	﹤0.01%	2712
2026 Q1	$248K	Sell	41,848 -19,281	-32%	-$97.4K	﹤0.01%	2435
2025 Q4	$312K	Buy	61,129 +6,772	+12%	+$41.8K	﹤0.01%	2148
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

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

Corient Private Wealth's NIO Position: Q2 2026 in Review

Corient Private Wealth increased its NIO (NIO) stake by 11% in Q2 2026, buying an estimated $26.8K and bringing the position to 46,441 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2712.

Corient Private Wealth first reported a position in NIO in Q4 2022 and has held it in 14 quarters since. The position peaked at $414K in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Corient Private Wealth held 46,441 shares of NIO worth $235K as of Q2 2026.
Corient Private Wealth bought 4,593 NIO shares in Q2 2026, an estimated $26.8K.
NIO made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2712 holding.
Corient Private Wealth first reported a position in NIO in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's NIO position peaked at $414K in Q3 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.