Kathleen S. Wright Associates’s NIO NIO Stock Holding History

Kathleen S. Wright Associates’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	$76	Hold	10	–	–	﹤0.01%	236
2025 Q2	$34	Hold	10	–	–	﹤0.01%	245
2025 Q1	$38	Hold	10	–	–	﹤0.01%	252
2024 Q4	$44	Hold	10	–	–	﹤0.01%	262
2024 Q3	$67	Hold	10	–	–	﹤0.01%	293
2024 Q2	$42	Buy	+10	New	+$47	﹤0.01%	222

Other funds holding NIO

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

GCM

Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Kathleen S. Wright Associates's NIO Position: Q3 2025 in Review

Kathleen S. Wright Associates held its NIO (NIO) position steady in Q3 2025 at 10 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Kathleen S. Wright Associates first reported a position in NIO in Q2 2024 and has held it in 6 quarters since. 407 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

Kathleen S. Wright Associates held 10 shares of NIO worth $76 as of Q3 2025.
Kathleen S. Wright Associates left its NIO share count unchanged in Q3 2025.
NIO made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #236 holding.
Kathleen S. Wright Associates first reported a position in NIO in Q2 2024 and has held it in 6 quarters since.
407 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.