IEQ Capital’s NIO NIO Stock Holding History

IEQ 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	$87.6K	Sell	17,308 -1,542	-8%	-$8.98K	﹤0.01%	1954
2026 Q1	$114K	Buy	18,850 +585	+3%	+$2.95K	﹤0.01%	1783
2025 Q4	$93.2K	Sell	18,265 -2,565	-12%	-$15.8K	﹤0.01%	1768
2025 Q3	$159K	Buy	+20,830	New	+$112K	﹤0.01%	1718
2024 Q3	–	Sell	-12,631	Closed	-$52.5K	–	1186
2024 Q2	$52.5K	Buy	+12,631	New	+$59.7K	﹤0.01%	973
2020 Q4	–	Sell	-12,520	Closed	-$266K	–	334
2020 Q3	$266K	Buy	+12,520	New	+$193K	0.01%	315

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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 Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IEQ Capital's NIO Position: Q2 2026 in Review

IEQ Capital reduced its NIO (NIO) stake by 8.2% in Q2 2026, selling an estimated $8.98K and leaving 17,308 shares worth $87.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

IEQ Capital first reported a position in NIO in Q3 2020 and has held it in 6 quarters since. The position peaked at $266K in Q3 2020. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

IEQ Capital held 17,308 shares of NIO worth $87.6K as of Q2 2026.
IEQ Capital sold 1,542 NIO shares in Q2 2026, an estimated $8.98K.
NIO made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1954 holding.
IEQ Capital first reported a position in NIO in Q3 2020 and has held it in 6 quarters since.
IEQ Capital's NIO position peaked at $266K in Q3 2020.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.