Osaic Holdings’s NIO NIO Stock Holding History

Osaic Holdings’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 Q2	–	Sell	-11	Closed	-$176	–	7833
2025 Q1	$176	Buy	11 +4	+57%	+$18	﹤0.01%	7187
2024 Q4	$196	Buy	7 +2	+40%	+$10	﹤0.01%	7168
2024 Q3	$305	Hold	5	–	–	﹤0.01%	7101
2024 Q2	$65	Hold	5	–	–	﹤0.01%	7289
2024 Q1	$170	Hold	5	–	–	﹤0.01%	6979
2023 Q4	$1.2K	Hold	5	–	–	﹤0.01%	6691
2023 Q3	$1.39K	Buy	+5	New	+$56	﹤0.01%	6748
2022 Q3	–	Sell	-4	Closed	-$1K	–	7429
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	7117
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	7082
2021 Q4	$3K	Buy	4 +2	+100%	+$73	﹤0.01%	6890
2021 Q3	$1K	Buy	2 +1	+100%	+$41	﹤0.01%	7048
2021 Q2	$2K	Hold	1	–	–	﹤0.01%	6726
2021 Q1	$2K	Hold	1	–	–	﹤0.01%	6503
2020 Q4	$3K	Buy	+1	New	+$39	﹤0.01%	5974

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

Osaic Holdings's NIO Position: Q2 2026 in Review

Osaic Holdings increased its NIO (NIO) stake by 16% in Q2 2026, buying an estimated $90.8K and bringing the position to 110,410 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #3574.

Osaic Holdings first reported a position in NIO in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.2M in Q2 2021. 423 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Osaic Holdings held 110,410 shares of NIO worth $559K as of Q2 2026.
Osaic Holdings bought 15,582 NIO shares in Q2 2026, an estimated $90.8K.
NIO made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #3574 holding.
Osaic Holdings first reported a position in NIO in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's NIO position peaked at $15.2M in Q2 2021.
423 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.