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MorganRosel Wealth Management’s NIO NIO Stock Holding History

MorganRosel Wealth Management’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
Q3 		– Sell
-4,565
Closed -$15.7K – 263
2025
Q2 		$15.7K Hold
4,565
– – ﹤0.01% 240
2025
Q1 		$17.4K Buy
+4,565
New +$20.1K 0.01% 224

Other funds holding NIO

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GCM
Ghisallo Capital Management Boston, Massachusetts $3.63B AUM 30.51% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

MorganRosel Wealth Management's NIO Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of NIO (NIO) in Q3 2025, closing a stake of 4,565 shares — an estimated $15.7K sold.

MorganRosel Wealth Management first reported a position in NIO in Q1 2025 and held it in 2 quarters. The position peaked at $17.4K in Q1 2025. 407 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 4,565 NIO shares in Q3 2025, an estimated $15.7K.
  • MorganRosel Wealth Management first reported a position in NIO in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's NIO position peaked at $17.4K in Q1 2025.
  • 407 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.