ORG Wealth Partners’s NIO NIO Stock Holding History

ORG Wealth Partners’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 Q4	–	Sell	-410	Closed	-$3.12K	–	636
2025 Q3	$3.12K	Hold	410	–	–	﹤0.01%	553
2025 Q2	$1.44K	Hold	410	–	–	﹤0.01%	608
2025 Q1	$1.59K	Buy	+410	New	+$1.8K	﹤0.01%	686

Other funds holding NIO

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

ORG Wealth Partners's NIO Position: Q4 2025 in Review

ORG Wealth Partners sold out of NIO (NIO) in Q4 2025, closing a stake of 410 shares — an estimated $3.12K sold.

ORG Wealth Partners first reported a position in NIO in Q1 2025 and held it in 3 quarters. The position peaked at $3.12K in Q3 2025. 436 funds tracked by Wall St. Rank hold NIO as of Q4 2025.

ORG Wealth Partners reported no remaining NIO position as of Q4 2025 after selling out during the quarter.
ORG Wealth Partners sold 410 NIO shares in Q4 2025, an estimated $3.12K.
ORG Wealth Partners first reported a position in NIO in Q1 2025 and held it in 3 quarters.
ORG Wealth Partners's NIO position peaked at $3.12K in Q3 2025.
436 funds tracked by Wall St. Rank held NIO as of Q4 2025.

Based on ORG Wealth Partners's 13F filing for Q4 2025, filed 14 Jan 2026.