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 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

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

IEQ Capital's NIO Position: Q1 2026 in Review

IEQ Capital increased its NIO (NIO) stake by 3.2% in Q1 2026, buying an estimated $2.95K and bringing the position to 18,850 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

IEQ Capital first reported a position in NIO in Q3 2020 and has held it in 5 quarters since. The position peaked at $266K in Q3 2020. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

IEQ Capital held 18,850 shares of NIO worth $114K as of Q1 2026.
IEQ Capital bought 585 NIO shares in Q1 2026, an estimated $2.95K.
NIO made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1783 holding.
IEQ Capital first reported a position in NIO in Q3 2020 and has held it in 5 quarters since.
IEQ Capital's NIO position peaked at $266K in Q3 2020.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.