Costello Asset Management
NIO icon

Costello Asset Management’s NIO NIO Stock Holding History

Costello Asset Management’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 		– Sell
-100
Closed -$506 – 708
2026
Q2 		$506 Hold
100
– – ﹤0.01% 695
2026
Q1 		$603 Hold
100
– – ﹤0.01% 664
2025
Q4 		$510 Hold
100
– – ﹤0.01% 676
2025
Q3 		$762 Hold
100
– – ﹤0.01% 639
2025
Q2 		$343 Buy
+100
New +$373 ﹤0.01% 674

Other funds holding NIO

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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Costello Asset Management's NIO Position: Q3 2026 in Review

Costello Asset Management sold out of NIO (NIO) in Q3 2026, closing a stake of 100 shares — an estimated $506 sold.

Costello Asset Management first reported a position in NIO in Q2 2025 and held it in 5 quarters. The position peaked at $762 in Q3 2025. 318 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

  • Costello Asset Management reported no remaining NIO position as of Q3 2026 after selling out during the quarter.
  • Costello Asset Management sold 100 NIO shares in Q3 2026, an estimated $506.
  • Costello Asset Management first reported a position in NIO in Q2 2025 and held it in 5 quarters.
  • Costello Asset Management's NIO position peaked at $762 in Q3 2025.
  • 318 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.