Legacy Wealth Management (Idaho)’s NIO NIO Stock Holding History

Legacy Wealth Management (Idaho)’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 Q4	–	Sell	-150	Closed	-$1.14K	–	953
2025 Q3	$1.14K	Hold	150	–	–	﹤0.01%	608
2025 Q2	$515	Sell	150 -300	-67%	-$1.12K	﹤0.01%	652
2025 Q1	$1.72K	Buy	450 +200	+80%	+$880	﹤0.01%	566
2024 Q4	$1.06K	Buy	250 +100	+67%	+$509	﹤0.01%	585
2024 Q3	$692	Buy	+150	New	+$689	﹤0.01%	582

Other funds holding NIO

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s NIO Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of NIO (NIO) in Q4 2025, closing a stake of 150 shares — an estimated $1.14K sold.

Legacy Wealth Management (Idaho) first reported a position in NIO in Q3 2024 and held it in 5 quarters. The position peaked at $1.72K in Q1 2025. 436 funds tracked by Wall St. Rank hold NIO as of Q4 2025.

Legacy Wealth Management (Idaho) reported no remaining NIO position as of Q4 2025 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 150 NIO shares in Q4 2025, an estimated $1.14K.
Legacy Wealth Management (Idaho) first reported a position in NIO in Q3 2024 and held it in 5 quarters.
Legacy Wealth Management (Idaho)'s NIO position peaked at $1.72K in Q1 2025.
436 funds tracked by Wall St. Rank held NIO as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.