Lido Advisors’s NIO NIO Stock Holding History

Lido Advisors’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	$145K	Sell	28,669 -678	-2%	-$3.95K	﹤0.01%	2006
2026 Q1	$177K	Sell	29,347 -1,508	-5%	-$7.61K	﹤0.01%	1795
2025 Q4	$230K	Buy	30,855 +1,890	+7%	+$11.7K	﹤0.01%	1699
2025 Q3	$221K	Buy	28,965 +238	+0.8%	+$1.28K	﹤0.01%	1639
2025 Q2	$98.5K	Sell	28,727 -917	-3%	-$3.42K	﹤0.01%	1592
2025 Q1	$113K	Buy	29,644 +236	+0.8%	+$1.04K	﹤0.01%	1437
2024 Q4	$128K	Sell	29,408 -6,185	-17%	-$31.5K	﹤0.01%	1428
2024 Q3	$238K	Buy	35,593 +10,080	+40%	+$46.3K	﹤0.01%	1258
2024 Q2	$106K	Buy	25,513 +292	+1%	+$1.38K	﹤0.01%	1338
2024 Q1	$113K	Sell	25,221 -75	-0.3%	-$452	﹤0.01%	1314
2023 Q4	$229K	Sell	25,296 -3,341	-12%	-$26.5K	﹤0.01%	1152
2023 Q3	$259K	Buy	28,637 +3,332	+13%	+$37.1K	﹤0.01%	980
2023 Q2	$245K	Buy	25,305 +3,712	+17%	+$31.4K	﹤0.01%	1032
2023 Q1	$227K	Buy	21,593 +460	+2%	+$4.7K	﹤0.01%	963
2022 Q4	$206K	Sell	21,133 -2,921	-12%	-$33.7K	﹤0.01%	896
2022 Q3	$379K	Sell	24,054 -1,730	-7%	-$34.2K	﹤0.01%	643
2022 Q2	$560K	Sell	25,784 -404	-2%	-$7.41K	0.01%	504
2022 Q1	$551K	Sell	26,188 -311	-1%	-$7.33K	0.01%	577
2021 Q4	$839K	Buy	26,499 +18,790	+244%	+$690K	0.01%	458
2021 Q3	$274K	Sell	7,709 -423	-5%	-$17.4K	﹤0.01%	771
2021 Q2	$433K	Buy	+8,132	New	+$326K	0.01%	591

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

Lido Advisors's NIO Position: Q2 2026 in Review

Lido Advisors reduced its NIO (NIO) stake by 2.3% in Q2 2026, selling an estimated $3.95K and leaving 28,669 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2006.

Lido Advisors first reported a position in NIO in Q2 2021 and has held it in 21 quarters since. The position peaked at $839K in Q4 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Lido Advisors held 28,669 shares of NIO worth $145K as of Q2 2026.
Lido Advisors sold 678 NIO shares in Q2 2026, an estimated $3.95K.
NIO made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #2006 holding.
Lido Advisors first reported a position in NIO in Q2 2021 and has held it in 21 quarters since.
Lido Advisors's NIO position peaked at $839K in Q4 2021.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.