Oakworth Capital’s NIO NIO Stock Holding History

Oakworth Capital’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	$398	Hold	80	–	–	﹤0.01%	913
2026 Q1	$482	Hold	80	–	–	﹤0.01%	831
2025 Q4	$408	Hold	80	–	–	﹤0.01%	842
2025 Q3	$610	Sell	80 -25	-24%	-$135	﹤0.01%	803
2025 Q2	$360	Buy	105 +25	+31%	+$93	﹤0.01%	615
2025 Q1	$305	Buy	+80	New	+$352	﹤0.01%	675

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

Oakworth Capital's NIO Position: Q2 2026 in Review

Oakworth Capital held its NIO (NIO) position steady in Q2 2026 at 80 shares worth $398. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Oakworth Capital first reported a position in NIO in Q1 2025 and has held it in 6 quarters since. The position peaked at $610 in Q3 2025. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Oakworth Capital held 80 shares of NIO worth $398 as of Q2 2026.
Oakworth Capital left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #913 holding.
Oakworth Capital first reported a position in NIO in Q1 2025 and has held it in 6 quarters since.
Oakworth Capital's NIO position peaked at $610 in Q3 2025.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.