Financial Consulate’s NIO NIO Stock Holding History

Financial Consulate’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	$8.98K	Buy	1,489 +893	+150%	+$4.51K	﹤0.01%	665
2025 Q4	$3.04K	Buy	596 +53	+10%	+$327	﹤0.01%	826
2025 Q3	$4.14K	Buy	+543	New	+$2.92K	﹤0.01%	688

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

Financial Consulate's NIO Position: Q1 2026 in Review

Financial Consulate increased its NIO (NIO) stake by 150% in Q1 2026, buying an estimated $4.51K and bringing the position to 1,489 shares worth $8.98K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Financial Consulate first reported a position in NIO in Q3 2025 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Financial Consulate held 1,489 shares of NIO worth $8.98K as of Q1 2026.
Financial Consulate bought 893 NIO shares in Q1 2026, an estimated $4.51K.
NIO made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #665 holding.
Financial Consulate first reported a position in NIO in Q3 2025 and has held it in 3 quarters since.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.