Creative Planning’s NIO NIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
191,268
+29,432
| +18% | +$149K | ﹤0.01% | 2342 |
|
|
2025
Q4 | $825K | Sell |
161,836
-5,731
| -3% | -$35.4K | ﹤0.01% | 2440 |
|
|
2025
Q3 | $1.28M | Buy |
167,567
+24,053
| +17% | +$130K | ﹤0.01% | 1896 |
|
|
2025
Q2 | $492K | Sell |
143,514
-88,905
| -38% | -$331K | ﹤0.01% | 2484 |
|
|
2025
Q1 | $886K | Buy |
232,419
+2,477
| +1% | +$10.9K | ﹤0.01% | 1812 |
|
|
2024
Q4 | $1M | Sell |
229,942
-60,616
| -21% | -$308K | ﹤0.01% | 1641 |
|
|
2024
Q3 | $1.94M | Buy |
290,558
+22,240
| +8% | +$102K | ﹤0.01% | 1071 |
|
|
2024
Q2 | $1.12M | Buy |
268,318
+69,143
| +35% | +$327K | ﹤0.01% | 1334 |
|
|
2024
Q1 | $896K | Buy |
199,175
+20,138
| +11% | +$121K | ﹤0.01% | 1404 |
|
|
2023
Q4 | $1.62M | Sell |
179,037
-3,104
| -2% | -$24.6K | ﹤0.01% | 1001 |
|
|
2023
Q3 | $1.65M | Sell |
182,141
-2,531
| -1% | -$28.2K | ﹤0.01% | 942 |
|
|
2023
Q2 | $1.79M | Sell |
184,672
-46,486
| -20% | -$393K | ﹤0.01% | 874 |
|
|
2023
Q1 | $2.43M | Buy |
231,158
+21,472
| +10% | +$220K | ﹤0.01% | 712 |
|
|
2022
Q4 | $2.04M | Buy |
209,686
+22,388
| +12% | +$258K | ﹤0.01% | 741 |
|
|
2022
Q3 | $2.95M | Buy |
187,298
+9,782
| +6% | +$194K | 0.01% | 569 |
|
|
2022
Q2 | $3.86M | Buy |
177,516
+12,221
| +7% | +$224K | 0.01% | 529 |
|
|
2022
Q1 | $3.48M | Buy |
165,295
+2,759
| +2% | +$65K | 0.01% | 548 |
|
|
2021
Q4 | $5.15M | Sell |
162,536
-41,758
| -20% | -$1.53M | 0.01% | 411 |
|
|
2021
Q3 | $7.28M | Buy |
204,294
+2,250
| +1% | +$92.4K | 0.01% | 327 |
|
|
2021
Q2 | $10.7M | Sell |
202,044
-49,040
| -20% | -$1.96M | 0.02% | 258 |
|
|
2021
Q1 | $9.79M | Buy |
251,084
+31,580
| +14% | +$1.61M | 0.02% | 279 |
|
|
2020
Q4 | $10.7M | Buy |
219,504
+102,021
| +87% | +$3.95M | 0.02% | 245 |
|
|
2020
Q3 | $2.49M | Sell |
117,483
-73,056
| -38% | -$1.12M | 0.01% | 484 |
|
|
2020
Q2 | $1.47M | Buy |
190,539
+5,971
| +3% | +$26.2K | ﹤0.01% | 607 |
|
|
2020
Q1 | $513K | Sell |
184,568
-16,384
| -8% | -$61K | ﹤0.01% | 930 |
|
|
2019
Q4 | $808K | Buy |
200,952
+63,261
| +46% | +$127K | ﹤0.01% | 887 |
|
|
2019
Q3 | $215K | Sell |
137,691
-42,738
| -24% | -$131K | ﹤0.01% | 1565 |
|
|
2019
Q2 | $460K | Buy |
180,429
+41,569
| +30% | +$167K | ﹤0.01% | 1129 |
|
|
2019
Q1 | $708K | Buy |
138,860
+95,516
| +220% | +$677K | ﹤0.01% | 878 |
|
|
2018
Q4 | $276K | Buy |
43,344
+17,044
| +65% | +$119K | ﹤0.01% | 1283 |
|
|
2018
Q3 | $184K | Buy |
+26,300
| New | +$217K | ﹤0.01% | 1695 |
|
Other funds holding NIO
AMH
Creative Planning's NIO Position: Q1 2026 in Review
Creative Planning increased its NIO (NIO) stake by 18% in Q1 2026, buying an estimated $149K and bringing the position to 191,268 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2342.
Creative Planning first reported a position in NIO in Q3 2018 and has held it in 31 quarters since. The position peaked at $10.7M in Q2 2021. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.
- Creative Planning held 191,268 shares of NIO worth $1.15M as of Q1 2026.
- Creative Planning bought 29,432 NIO shares in Q1 2026, an estimated $149K.
- NIO made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2342 holding.
- Creative Planning first reported a position in NIO in Q3 2018 and has held it in 31 quarters since.
- Creative Planning's NIO position peaked at $10.7M in Q2 2021.
- 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.