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IHT Wealth Management’s NIO NIO Stock Holding History

IHT Wealth Management’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
2025
Q3 		– Sell
-33,494
Closed -$115K – 1209
2025
Q2 		$115K Sell
33,494
-36,455
-52% -$136K ﹤0.01% 1118
2025
Q1 		$267K Buy
69,949
+56,860
+434% +$250K 0.01% 910
2024
Q4 		$57.1K Buy
+13,089
New +$66.6K ﹤0.01% 1060
2024
Q3 		– Sell
-10,947
Closed -$45.5K – 1172
2024
Q2 		$45.5K Sell
10,947
-710
-6% -$3.36K ﹤0.01% 1007
2024
Q1 		$52.5K Sell
11,657
-1,763
-13% -$10.6K ﹤0.01% 993
2023
Q4 		$122K Buy
13,420
+140
+1% +$1.11K 0.01% 939
2023
Q3 		$120K Sell
13,280
-66
-0.5% -$735 0.01% 916
2023
Q2 		$129K Sell
13,346
-1,216
-8% -$10.3K 0.01% 917
2023
Q1 		$153K Sell
14,562
-398
-3% -$4.07K 0.01% 881
2022
Q4 		$146K Buy
14,960
+3,449
+30% +$39.7K 0.01% 845
2022
Q3 		$182K Buy
11,511
+42
+0.4% +$831 0.01% 788
2022
Q2 		$249K Buy
11,469
+1,693
+17% +$31.1K 0.02% 591
2022
Q1 		$206K Sell
9,776
-235
-2% -$5.54K 0.02% 705
2021
Q4 		$317K Sell
10,011
-5
-0% -$184 0.02% 585
2021
Q3 		$357K Sell
10,016
-4,183
-29% -$172K 0.03% 541
2021
Q2 		$755K Buy
14,199
+285
+2% +$11.4K 0.05% 397
2021
Q1 		$542K Sell
13,914
-3,165
-19% -$161K 0.04% 429
2020
Q4 		$832K Buy
+17,079
New +$661K 0.07% 272

Other funds holding NIO

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $5.1B AUM 39.13% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

IHT Wealth Management's NIO Position: Q3 2025 in Review

IHT Wealth Management sold out of NIO (NIO) in Q3 2025, closing a stake of 33,494 shares — an estimated $115K sold.

IHT Wealth Management first reported a position in NIO in Q4 2020 and held it in 18 quarters. The position peaked at $832K in Q4 2020. 408 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

  • IHT Wealth Management reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 33,494 NIO shares in Q3 2025, an estimated $115K.
  • IHT Wealth Management first reported a position in NIO in Q4 2020 and held it in 18 quarters.
  • IHT Wealth Management's NIO position peaked at $832K in Q4 2020.
  • 408 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.