Mount Yale Investment Advisors’s NIO NIO Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-84	Closed	-$288	–	1270
2025 Q2	$288	Buy	+84	New	+$313	﹤0.01%	1438

Other funds holding NIO

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Mount Yale Investment Advisors's NIO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of NIO (NIO) in Q3 2025, closing a stake of 84 shares — an estimated $288 sold.

Mount Yale Investment Advisors first reported a position in NIO in Q2 2025 and held it in 1 quarter. The position peaked at $288 in Q2 2025. 407 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

Mount Yale Investment Advisors reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 84 NIO shares in Q3 2025, an estimated $288.
Mount Yale Investment Advisors first reported a position in NIO in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's NIO position peaked at $288 in Q2 2025.
407 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.