Equitable Holdings’s NIO NIO Stock Holding History

Equitable Holdings’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	$150K	Buy	28,488 +1,945	+7%	+$9.82K	﹤0.01%	1627
2025 Q4	$135K	Sell	26,543 -25,533	-49%	-$158K	﹤0.01%	1520
2025 Q3	$397K	Sell	52,076 -42,159	-45%	-$227K	﹤0.01%	1153
2025 Q2	$323K	Buy	94,235 +6,586	+8%	+$24.5K	﹤0.01%	1168
2025 Q1	$334K	Sell	87,649 -5,126	-6%	-$22.6K	﹤0.01%	1054
2024 Q4	$404K	Buy	92,775 +38,960	+72%	+$198K	﹤0.01%	935
2024 Q3	$359K	Buy	53,815 +250	+0.5%	+$1.15K	﹤0.01%	974
2024 Q2	$223K	Sell	53,565 -1,210	-2%	-$5.72K	﹤0.01%	1105
2024 Q1	$246K	Sell	54,775 -1,545	-3%	-$9.32K	﹤0.01%	1020
2023 Q4	$511K	Buy	56,320 +2,075	+4%	+$16.5K	0.01%	772
2023 Q3	$490K	Sell	54,245 -1,285	-2%	-$14.3K	0.01%	724
2023 Q2	$538K	Buy	55,530 +3,100	+6%	+$26.2K	0.01%	682
2023 Q1	$551K	Buy	52,430 +3,982	+8%	+$40.7K	0.01%	625
2022 Q4	$472K	Buy	48,448 +2,093	+5%	+$24.1K	0.01%	630
2022 Q3	$731K	Buy	46,355 +282	+0.6%	+$5.58K	0.01%	469
2022 Q2	$1M	Buy	46,073 +7,136	+18%	+$131K	0.02%	410
2022 Q1	$820K	Buy	38,937 +7,462	+24%	+$176K	0.01%	459
2021 Q4	$997K	Sell	31,475 -64	-0.2%	-$2.35K	0.02%	399
2021 Q3	$1.12M	Sell	31,539 -11,889	-27%	-$488K	0.02%	358
2021 Q2	$2.31M	Buy	43,428 +2,613	+6%	+$105K	0.04%	244
2021 Q1	$1.59M	Buy	+40,815	New	+$2.08M	0.03%	279

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Equitable Holdings's NIO Position: Q1 2026 in Review

Equitable Holdings increased its NIO (NIO) stake by 7.3% in Q1 2026, buying an estimated $9.82K and bringing the position to 28,488 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Equitable Holdings first reported a position in NIO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.31M in Q2 2021. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Equitable Holdings held 28,488 shares of NIO worth $150K as of Q1 2026.
Equitable Holdings bought 1,945 NIO shares in Q1 2026, an estimated $9.82K.
NIO made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1627 holding.
Equitable Holdings first reported a position in NIO in Q1 2021 and has held it in 21 quarters since.
Equitable Holdings's NIO position peaked at $2.31M in Q2 2021.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.