LRI Investments’s NIO NIO Stock Holding History

LRI Investments’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	$729	Buy	144 +44	+44%	+$256	﹤0.01%	1448
2026 Q1	$603	Hold	100	–	–	﹤0.01%	1354
2025 Q4	$510	Hold	100	–	–	﹤0.01%	1309
2025 Q3	$762	Hold	100	–	–	﹤0.01%	1271
2025 Q2	$343	Hold	100	–	–	﹤0.01%	1238
2025 Q1	$381	Hold	100	–	–	﹤0.01%	1181
2024 Q4	$436	Hold	100	–	–	﹤0.01%	1131
2024 Q3	$443	Hold	100	–	–	﹤0.01%	1125
2024 Q2	$416	Hold	100	–	–	﹤0.01%	1120
2024 Q1	$450	Buy	+100	New	+$603	﹤0.01%	824

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

LRI Investments's NIO Position: Q2 2026 in Review

LRI Investments increased its NIO (NIO) stake by 44% in Q2 2026, buying an estimated $256 and bringing the position to 144 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

LRI Investments first reported a position in NIO in Q1 2024 and has held it in 10 quarters since. The position peaked at $762 in Q3 2025. 422 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

LRI Investments held 144 shares of NIO worth $729 as of Q2 2026.
LRI Investments bought 44 NIO shares in Q2 2026, an estimated $256.
NIO made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1448 holding.
LRI Investments first reported a position in NIO in Q1 2024 and has held it in 10 quarters since.
LRI Investments's NIO position peaked at $762 in Q3 2025.
422 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.