GC
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Guggenheim Capital’s NIO NIO Stock Holding History

Guggenheim Capital’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
Q2 		$124K Sell
24,452
-4,805
-16% -$28K ﹤0.01% 1686
2026
Q1 		$176K Sell
29,257
-3,621
-11% -$18.3K ﹤0.01% 1533
2025
Q4 		$168K Buy
32,878
+7,924
+32% +$48.9K ﹤0.01% 1700
2025
Q3 		$190K Sell
24,954
-19,275
-44% -$104K ﹤0.01% 1524
2025
Q2 		$152K Buy
44,229
+12,383
+39% +$46.1K ﹤0.01% 1533
2025
Q1 		$121K Sell
31,846
-7,042
-18% -$31K ﹤0.01% 1591
2024
Q4 		$170K Buy
38,888
+6,395
+20% +$32.5K ﹤0.01% 1615
2024
Q3 		$217K Sell
32,493
-10,068
-24% -$46.3K ﹤0.01% 1741
2024
Q2 		$177K Sell
42,561
-1,369
-3% -$6.48K ﹤0.01% 1779
2024
Q1 		$198K Sell
43,930
-7,208
-14% -$43.5K ﹤0.01% 1799
2023
Q4 		$464K Buy
51,138
+18,091
+55% +$144K ﹤0.01% 1483
2023
Q3 		$299K Sell
33,047
-18,467
-36% -$206K ﹤0.01% 1628
2023
Q2 		$499K Buy
51,514
+17,147
+50% +$145K ﹤0.01% 1477
2023
Q1 		$361K Buy
34,367
+15,084
+78% +$154K ﹤0.01% 1623
2022
Q4 		$188K Sell
19,283
-2,441
-11% -$28.1K ﹤0.01% 1820
2022
Q3 		$343K Buy
21,724
+4,158
+24% +$82.3K ﹤0.01% 1620
2022
Q2 		$382K Sell
17,566
-2,116
-11% -$38.8K ﹤0.01% 1689
2022
Q1 		$414K Sell
19,682
-3,803
-16% -$89.6K ﹤0.01% 1745
2021
Q4 		$744K Sell
23,485
-2,368
-9% -$87K ﹤0.01% 1496
2021
Q3 		$921K Sell
25,853
-3,681
-12% -$151K 0.01% 1456
2021
Q2 		$1.57M Sell
29,534
-30,592
-51% -$1.23M 0.01% 1241
2021
Q1 		$2.34M Buy
60,126
+24,447
+69% +$1.25M 0.02% 947
2020
Q4 		$1.74M Buy
35,679
+13,212
+59% +$511K 0.01% 1036
2020
Q3 		$477K Buy
+22,467
New +$346K ﹤0.01% 1464

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Guggenheim Capital's NIO Position: Q2 2026 in Review

Guggenheim Capital reduced its NIO (NIO) stake by 16% in Q2 2026, selling an estimated $28K and leaving 24,452 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Guggenheim Capital first reported a position in NIO in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q1 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Guggenheim Capital held 24,452 shares of NIO worth $124K as of Q2 2026.
  • Guggenheim Capital sold 4,805 NIO shares in Q2 2026, an estimated $28K.
  • NIO made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1686 holding.
  • Guggenheim Capital first reported a position in NIO in Q3 2020 and has held it in 24 quarters since.
  • Guggenheim Capital's NIO position peaked at $2.34M in Q1 2021.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.