Creative Planning’s NIO NIO Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-100	Closed	-$13	–	2990
2023 Q2	$13	Sell	100 -700	-88%	-$5.92K	﹤0.01%	2642
2023 Q1	$97	Buy	800 +100	+14%	+$1.02K	﹤0.01%	2633
2022 Q4	$155	Buy	700 +100	+17%	+$1.15K	﹤0.01%	2469
2022 Q3	$1K	Buy	+600	New	+$11.9K	﹤0.01%	2304
2021 Q4	–	Sell	-9,200	Closed	-$108K	–	2173
2021 Q3	$108K	Sell	9,200 -3,000	-25%	-$123K	﹤0.01%	1938
2021 Q2	$328K	Buy	12,200 +5,100	+72%	+$204K	﹤0.01%	1516
2021 Q1	$142K	Buy	7,100 +500	+8%	+$25.5K	﹤0.01%	2181
2020 Q4	$207K	Buy	6,600 +5,700	+633%	+$221K	﹤0.01%	1882
2020 Q3	$9K	Sell	900 -100	-10%	-$1.54K	﹤0.01%	2023
2020 Q2	$5K	Buy	+1,000	New	+$4.39K	﹤0.01%	1912
2020 Q1	–	Sell	-1,000	Closed	-$1K	–	2021
2019 Q4	$1K	Buy	+1,000	New	+$2.01K	﹤0.01%	1973
2019 Q2	–	Sell	-11,000	Closed	-$3K	–	2083
2019 Q1	$3K	Buy	11,000 +8,000	+267%	+$56.7K	﹤0.01%	1928
2018 Q4	$1K	Buy	3,000 +2,000	+200%	+$13.9K	﹤0.01%	1930
2018 Q3	$1K	Buy	+1,000	New	+$8.24K	﹤0.01%	2056

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

Creative Planning's NIO Position: Q2 2026 in Review

Creative Planning reduced its NIO (NIO) stake by 9.6% in Q2 2026, selling an estimated $107K and leaving 172,924 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #2758.

Creative Planning first reported a position in NIO in Q3 2018 and has held it in 32 quarters since. The position peaked at $10.7M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Creative Planning held 172,924 shares of NIO worth $875K as of Q2 2026.
Creative Planning sold 18,344 NIO shares in Q2 2026, an estimated $107K.
NIO made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2758 holding.
Creative Planning first reported a position in NIO in Q3 2018 and has held it in 32 quarters since.
Creative Planning's NIO position peaked at $10.7M in Q2 2021.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.