North Star Investment Management’s NIO NIO Stock Holding History

North Star Investment 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
2026 Q1	$28.3K	Buy	4,693 +391	+9%	+$1.97K	﹤0.01%	846
2025 Q4	$21.9K	Buy	4,302 +102	+2%	+$629	﹤0.01%	828
2025 Q3	$32K	Hold	4,200	–	–	﹤0.01%	747
2025 Q2	$14.4K	Hold	4,200	–	–	﹤0.01%	836
2025 Q1	$16K	Hold	4,200	–	–	﹤0.01%	790
2024 Q4	$18.3K	Hold	4,200	–	–	﹤0.01%	776
2024 Q3	$28.1K	Hold	4,200	–	–	﹤0.01%	683
2024 Q2	$17.5K	Hold	4,200	–	–	﹤0.01%	740
2024 Q1	$18.9K	Hold	4,200	–	–	﹤0.01%	753
2023 Q4	$38.1K	Sell	4,200 -600	-13%	-$4.76K	﹤0.01%	633
2023 Q3	$43.4K	Hold	4,800	–	–	﹤0.01%	612
2023 Q2	$46.5K	Hold	4,800	–	–	﹤0.01%	619
2023 Q1	$50.4K	Sell	4,800 -30	-0.6%	-$307	﹤0.01%	613
2022 Q4	$47.1K	Hold	4,830	–	–	﹤0.01%	606
2022 Q3	$76K	Hold	4,830	–	–	0.01%	475
2022 Q2	$105K	Hold	4,830	–	–	0.01%	443
2022 Q1	$102K	Hold	4,830	–	–	0.01%	464
2021 Q4	$153K	Sell	4,830 -42	-0.9%	-$1.54K	0.01%	426
2021 Q3	$174K	Hold	4,872	–	–	0.01%	395
2021 Q2	$259K	Buy	4,872 +642	+15%	+$25.7K	0.02%	365
2021 Q1	$165K	Buy	4,230 +2,200	+108%	+$112K	0.02%	388
2020 Q4	$99K	Buy	2,030 +30	+2%	+$1.16K	0.01%	437
2020 Q3	$42K	Hold	2,000	–	–	0.01%	538
2020 Q2	$15K	Hold	2,000	–	–	﹤0.01%	667
2020 Q1	$6K	Hold	2,000	–	–	﹤0.01%	796
2019 Q4	$8K	Hold	2,000	–	–	﹤0.01%	850
2019 Q3	$3K	Buy	+2,000	New	+$6.12K	﹤0.01%	983

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

North Star Investment Management's NIO Position: Q1 2026 in Review

North Star Investment Management increased its NIO (NIO) stake by 9.1% in Q1 2026, buying an estimated $1.97K and bringing the position to 4,693 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

North Star Investment Management first reported a position in NIO in Q3 2019 and has held it in 27 quarters since. The position peaked at $259K in Q2 2021. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

North Star Investment Management held 4,693 shares of NIO worth $28.3K as of Q1 2026.
North Star Investment Management bought 391 NIO shares in Q1 2026, an estimated $1.97K.
NIO made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #846 holding.
North Star Investment Management first reported a position in NIO in Q3 2019 and has held it in 27 quarters since.
North Star Investment Management's NIO position peaked at $259K in Q2 2021.
433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.