Empirical Wealth Management’s NIO NIO Stock Holding History

Empirical Wealth Management’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	$76.9K	Sell	12,750 -660	-5%	-$3.33K	﹤0.01%	979
2025 Q4	$68.4K	Buy	13,410 +160	+1%	+$987	﹤0.01%	889
2025 Q3	$101K	Hold	13,250	–	–	﹤0.01%	782
2025 Q2	$45.4K	Buy	13,250 +300	+2%	+$1.12K	﹤0.01%	681
2025 Q1	$49.3K	Sell	12,950 -2,000	-13%	-$8.8K	﹤0.01%	644
2024 Q4	$65.2K	Buy	14,950 +2,200	+17%	+$11.2K	﹤0.01%	605
2024 Q3	$85.2K	Sell	12,750 -528	-4%	-$2.43K	﹤0.01%	560
2024 Q2	$55.2K	Sell	13,278 -10	-0.1%	-$47	﹤0.01%	558
2024 Q1	$59.8K	Buy	13,288 +10	+0.1%	+$60	﹤0.01%	523
2023 Q4	$120K	Sell	13,278 -1,434	-10%	-$11.4K	﹤0.01%	486
2023 Q3	$133K	Buy	14,712 +1,962	+15%	+$21.8K	0.01%	451
2023 Q2	$124K	Buy	+12,750	New	+$108K	0.01%	448

Other funds holding NIO

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return