Creative Financial Designs’s NIO NIO Stock Holding History

Creative Financial Designs’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	$5.73K	Hold	950	–	–	﹤0.01%	1554
2025 Q4	$4.84K	Hold	950	–	–	﹤0.01%	1524
2025 Q3	$7.24K	Sell	950 -100	-10%	-$539	﹤0.01%	1440
2025 Q2	$3.6K	Buy	1,050 +100	+11%	+$373	﹤0.01%	1581
2025 Q1	$3.62K	Hold	950	–	–	﹤0.01%	1553
2024 Q4	$4.14K	Hold	950	–	–	﹤0.01%	1466
2024 Q3	$6.35K	Hold	950	–	–	﹤0.01%	1318
2024 Q2	$3.95K	Hold	950	–	–	﹤0.01%	1373
2024 Q1	$4.28K	Hold	950	–	–	﹤0.01%	1345
2023 Q4	$8.62K	Hold	950	–	–	﹤0.01%	1135
2023 Q3	$8.59K	Hold	950	–	–	﹤0.01%	1068
2023 Q2	$9.21K	Hold	950	–	–	﹤0.01%	1039
2023 Q1	$9.98K	Sell	950 -100	-10%	-$1.02K	﹤0.01%	956
2022 Q4	$10.2K	Hold	1,050	–	–	﹤0.01%	896
2022 Q3	$17K	Hold	1,050	–	–	﹤0.01%	776
2022 Q2	$23K	Hold	1,050	–	–	﹤0.01%	710
2022 Q1	$22K	Hold	1,050	–	–	﹤0.01%	746
2021 Q4	$33K	Sell	1,050 -1,890	-64%	-$69.5K	0.01%	655
2021 Q3	$105K	Sell	2,940 -2,000	-40%	-$82.2K	0.02%	434
2021 Q2	$263K	Buy	4,940 +950	+24%	+$38K	0.05%	258
2021 Q1	$156K	Hold	3,990	–	–	0.03%	321
2020 Q4	$194K	Hold	3,990	–	–	0.04%	257
2020 Q3	$85K	Hold	3,990	–	–	0.02%	374
2020 Q2	$31K	Buy	+3,990	New	+$17.5K	0.01%	504

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

Creative Financial Designs's NIO Position: Q1 2026 in Review

Creative Financial Designs held its NIO (NIO) position steady in Q1 2026 at 950 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Creative Financial Designs first reported a position in NIO in Q2 2020 and has held it in 24 quarters since. The position peaked at $263K in Q2 2021. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Creative Financial Designs held 950 shares of NIO worth $5.73K as of Q1 2026.
Creative Financial Designs left its NIO share count unchanged in Q1 2026.
NIO made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1554 holding.
Creative Financial Designs first reported a position in NIO in Q2 2020 and has held it in 24 quarters since.
Creative Financial Designs's NIO position peaked at $263K in Q2 2021.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.