LPL Financial’s NIO NIO Stock Holding History

LPL Financial’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
2023 Q4	–	Sell	-10,500	Closed	-$94.9K	–	4863
2023 Q3	$94.9K	Buy	+10,500	New	+$117K	﹤0.01%	4430

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

LPL Financial's NIO Position: Q1 2026 in Review

LPL Financial increased its NIO (NIO) stake by 0.34% in Q1 2026, buying an estimated $6.99K and bringing the position to 404,534 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3311.

LPL Financial first reported a position in NIO in Q4 2018 and has held it in 30 quarters since. The position peaked at $19.4M in Q2 2021. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

LPL Financial held 404,534 shares of NIO worth $2.44M as of Q1 2026.
LPL Financial bought 1,384 NIO shares in Q1 2026, an estimated $6.99K.
NIO made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3311 holding.
LPL Financial first reported a position in NIO in Q4 2018 and has held it in 30 quarters since.
LPL Financial's NIO position peaked at $19.4M in Q2 2021.
433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.