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 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

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

Costello Asset Management's NIO Position: Q2 2026 in Review

Costello Asset Management held its NIO (NIO) position steady in Q2 2026 at 100 shares worth $506. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Costello Asset Management first reported a position in NIO in Q2 2025 and has held it in 5 quarters since. The position peaked at $762 in Q3 2025. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Costello Asset Management held 100 shares of NIO worth $506 as of Q2 2026.
Costello Asset Management left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #695 holding.
Costello Asset Management first reported a position in NIO in Q2 2025 and has held it in 5 quarters since.
Costello Asset Management's NIO position peaked at $762 in Q3 2025.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.