Fortress Private Ledger’s NIO NIO Stock Holding History

Fortress Private Ledger’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	$222K	Sell	36,877 -300	-0.8%	-$1.51K	0.07%	229
2025 Q4	$190K	Buy	37,177 +100	+0.3%	+$617	0.06%	215
2025 Q3	$283K	Buy	37,077 +5,150	+16%	+$27.7K	0.1%	162
2025 Q2	$110K	Hold	31,927	–	–	0.05%	184
2025 Q1	$122K	Buy	31,927 +50	+0.2%	+$220	0.07%	172
2024 Q4	$139K	Buy	+31,877	New	+$162K	0.08%	142

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

Fortress Private Ledger's NIO Position: Q1 2026 in Review

Fortress Private Ledger reduced its NIO (NIO) stake by 0.81% in Q1 2026, selling an estimated $1.51K and leaving 36,877 shares worth $222K. The position accounts for 0.07% of the portfolio, ranked #229.

Fortress Private Ledger first reported a position in NIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $283K in Q3 2025. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Fortress Private Ledger held 36,877 shares of NIO worth $222K as of Q1 2026.
Fortress Private Ledger sold 300 NIO shares in Q1 2026, an estimated $1.51K.
NIO made up 0.07% of Fortress Private Ledger's portfolio in Q1 2026, its #229 holding.
Fortress Private Ledger first reported a position in NIO in Q4 2024 and has held it in 6 quarters since.
Fortress Private Ledger's NIO position peaked at $283K in Q3 2025.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.