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Garton & Associates Financial Advisors’s NIO NIO Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-500
Closed -$2.55K – 492
2025
Q4 		$2.55K Buy
+500
New +$3.08K ﹤0.01% 1086

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garton & Associates Financial Advisors's NIO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of NIO (NIO) in Q1 2026, closing a stake of 500 shares — an estimated $2.55K sold.

Garton & Associates Financial Advisors first reported a position in NIO in Q4 2025 and held it in 1 quarter. The position peaked at $2.55K in Q4 2025. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 500 NIO shares in Q1 2026, an estimated $2.55K.
  • Garton & Associates Financial Advisors first reported a position in NIO in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's NIO position peaked at $2.55K in Q4 2025.
  • 433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.