Creative Planning
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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
2020
Q3 		– Sell
-80,000
Closed -$18K – 2228
2020
Q2 		$18K Buy
+80,000
New +$352K ﹤0.01% 1839

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.