Edmond de Rothschild Holding’s NIO NIO Stock Holding History

Edmond de Rothschild Holding’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	$622K	Sell	123,000 -10,000	-8%	-$58.3K	0.01%	355
2026 Q1	$802K	Sell	133,000 -197,300	-60%	-$996K	0.01%	304
2025 Q4	$1.68M	Buy	330,300 +20,000	+6%	+$123K	0.02%	259
2025 Q3	$2.36M	Buy	310,300 +76,970	+33%	+$415K	0.04%	222
2025 Q2	$800K	Hold	233,330	–	–	0.01%	300
2025 Q1	$889K	Hold	233,330	–	–	0.02%	284
2024 Q4	$1.02M	Sell	233,330 -179,000	-43%	-$911K	0.02%	279
2024 Q3	$2.75M	Hold	412,330	–	–	0.04%	203
2024 Q2	$1.72M	Buy	412,330 +38,750	+10%	+$183K	0.03%	226
2024 Q1	$1.68M	Buy	373,580 +14,300	+4%	+$86.2K	0.03%	257
2023 Q4	$3.26M	Buy	359,280 +59,000	+20%	+$468K	0.06%	195
2023 Q3	$2.71M	Buy	300,280 +10,000	+3%	+$111K	0.05%	206
2023 Q2	$2.81M	Sell	290,280 -1,400	-0.5%	-$11.8K	0.06%	226
2023 Q1	$3.07M	Buy	291,680 +20,000	+7%	+$204K	0.07%	211
2022 Q4	$2.65M	Sell	271,680 -118,846	-30%	-$1.37M	0.06%	213
2022 Q3	$6.16M	Buy	390,526 +68,880	+21%	+$1.36M	0.16%	142
2022 Q2	$6.99M	Buy	321,646 +45,110	+16%	+$828K	0.17%	133
2022 Q1	$5.82M	Sell	276,536 -123,570	-31%	-$2.91M	0.13%	147
2021 Q4	$12.7M	Buy	400,106 +31,569	+9%	+$1.16M	0.27%	103
2021 Q3	$13.1M	Sell	368,537 -46,070	-11%	-$1.89M	0.3%	90
2021 Q2	$22.1M	Buy	414,607 +80,130	+24%	+$3.21M	0.51%	59
2021 Q1	$13M	Buy	334,477 +71,527	+27%	+$3.65M	0.36%	89
2020 Q4	$12.8M	Buy	+262,950	New	+$10.2M	0.43%	77

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

Edmond de Rothschild Holding's NIO Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its NIO (NIO) stake by 7.5% in Q2 2026, selling an estimated $58.3K and leaving 123,000 shares worth $622K. The position accounts for 0.01% of the portfolio, ranked #355.

Edmond de Rothschild Holding first reported a position in NIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $22.1M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Edmond de Rothschild Holding held 123,000 shares of NIO worth $622K as of Q2 2026.
Edmond de Rothschild Holding sold 10,000 NIO shares in Q2 2026, an estimated $58.3K.
NIO made up 0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #355 holding.
Edmond de Rothschild Holding first reported a position in NIO in Q4 2020 and has held it in 23 quarters since.
Edmond de Rothschild Holding's NIO position peaked at $22.1M in Q2 2021.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.