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Oppenheimer & Co’s NIO NIO Stock Holding History

Oppenheimer & Co’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 		$668K Buy
131,936
+47,000
+55% +$274K 0.01% 1129
2026
Q1 		$512K Hold
84,936
– – 0.01% 1181
2025
Q4 		$433K Sell
84,936
-471
-0.6% -$2.91K 0.01% 1121
2025
Q3 		$651K Buy
85,407
+175
+0.2% +$943 0.01% 1083
2025
Q2 		$292K Buy
85,232
+32,800
+63% +$122K ﹤0.01% 1363
2025
Q1 		$200K Buy
52,432
+100
+0.2% +$440 ﹤0.01% 1458
2024
Q4 		$228K Sell
52,332
-25,729
-33% -$131K ﹤0.01% 1402
2024
Q3 		$521K Sell
78,061
-988
-1% -$4.54K 0.01% 1021
2024
Q2 		$329K Sell
79,049
-3,304
-4% -$15.6K 0.01% 1156
2024
Q1 		$371K Buy
82,353
+2,000
+2% +$12.1K 0.01% 1097
2023
Q4 		$729K Buy
80,353
+16,920
+27% +$134K 0.01% 839
2023
Q3 		$573K Buy
63,433
+15,500
+32% +$173K 0.01% 890
2023
Q2 		$464K Buy
47,933
+1,000
+2% +$8.46K 0.01% 1002
2023
Q1 		$493K Buy
46,933
+250
+0.5% +$2.56K 0.01% 945
2022
Q4 		$455K Sell
46,683
-4,255
-8% -$49K 0.01% 940
2022
Q3 		$804K Sell
50,938
-5,600
-10% -$111K 0.02% 723
2022
Q2 		$1.23M Buy
56,538
+9,033
+19% +$166K 0.03% 618
2022
Q1 		$1M Buy
47,505
+1,855
+4% +$43.7K 0.02% 743
2021
Q4 		$1.45M Sell
45,650
-10,807
-19% -$397K 0.03% 633
2021
Q3 		$2.01M Sell
56,457
-6,618
-10% -$272K 0.04% 511
2021
Q2 		$3.36M Sell
63,075
-694
-1% -$27.8K 0.06% 364
2021
Q1 		$2.49M Buy
63,769
+7,035
+12% +$359K 0.05% 405
2020
Q4 		$2.77M Sell
56,734
-22,692
-29% -$878K 0.06% 354
2020
Q3 		$1.69M Buy
79,426
+14,526
+22% +$224K 0.04% 430
2020
Q2 		$501K Buy
64,900
+15,900
+32% +$69.9K 0.01% 800
2020
Q1 		$136K Buy
+49,000
New +$182K ﹤0.01% 1085

Other funds holding NIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Goldman Sachs
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
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Oppenheimer & Co's NIO Position: Q2 2026 in Review

Oppenheimer & Co increased its NIO (NIO) stake by 55% in Q2 2026, buying an estimated $274K and bringing the position to 131,936 shares worth $668K. The position accounts for 0.01% of the portfolio, ranked #1129.

Oppenheimer & Co first reported a position in NIO in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.36M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • Oppenheimer & Co held 131,936 shares of NIO worth $668K as of Q2 2026.
  • Oppenheimer & Co bought 47,000 NIO shares in Q2 2026, an estimated $274K.
  • NIO made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1129 holding.
  • Oppenheimer & Co first reported a position in NIO in Q1 2020 and has held it in 26 quarters since.
  • Oppenheimer & Co's NIO position peaked at $3.36M in Q2 2021.
  • 421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.