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Medallion Wealth Advisors’s NIO NIO Stock Holding History

Medallion Wealth 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
Q1 		$3.31K Hold
549
– – ﹤0.01% 940
2025
Q4 		$2.8K Hold
549
– – ﹤0.01% 940
2025
Q3 		$4.18K Sell
549
-2,312
-81% -$12.5K ﹤0.01% 883
2025
Q2 		$10K Hold
2,861
– – ﹤0.01% 733
2025
Q1 		$11.1K Buy
2,861
+2,085
+269% +$9.18K 0.01% 670
2024
Q4 		$3.38K Buy
+776
New +$3.95K ﹤0.01% 792

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Medallion Wealth Advisors's NIO Position: Q1 2026 in Review

Medallion Wealth Advisors held its NIO (NIO) position steady in Q1 2026 at 549 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Medallion Wealth Advisors first reported a position in NIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1K in Q1 2025. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Medallion Wealth Advisors held 549 shares of NIO worth $3.31K as of Q1 2026.
  • Medallion Wealth Advisors left its NIO share count unchanged in Q1 2026.
  • NIO made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #940 holding.
  • Medallion Wealth Advisors first reported a position in NIO in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's NIO position peaked at $11.1K in Q1 2025.
  • 433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.