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O'Shaughnessy Asset Management’s NIO NIO Stock Holding History

O'Shaughnessy Asset 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
Q2 		$370K Buy
73,081
+541
+0.7% +$3.15K ﹤0.01% 1737
2026
Q1 		$437K Buy
72,540
+7,554
+12% +$38.1K ﹤0.01% 1590
2025
Q4 		$331K Buy
64,986
+13,502
+26% +$83.3K ﹤0.01% 1718
2025
Q3 		$392K Buy
51,484
+18,647
+57% +$100K ﹤0.01% 1612
2025
Q2 		$113K Sell
32,837
-14,052
-30% -$52.4K ﹤0.01% 1939
2025
Q1 		$179K Buy
46,889
+5,785
+14% +$25.5K ﹤0.01% 1795
2024
Q4 		$179K Buy
41,104
+9,222
+29% +$46.9K ﹤0.01% 1772
2024
Q3 		$185K Buy
31,882
+6,151
+24% +$28.3K ﹤0.01% 1699
2024
Q2 		$107K Buy
25,731
+4,802
+23% +$22.7K ﹤0.01% 1640
2024
Q1 		$94.2K Buy
20,929
+598
+3% +$3.61K ﹤0.01% 1608
2023
Q4 		$184K Buy
20,331
+7,009
+53% +$55.6K ﹤0.01% 1430
2023
Q3 		$120K Buy
+13,322
New +$148K ﹤0.01% 1356
2023
Q1 		– Sell
-10,033
Closed -$97.8K – 1524
2022
Q4 		$97.8K Sell
10,033
-6,231
-38% -$71.8K ﹤0.01% 1201
2022
Q3 		$256K Buy
16,264
+5,727
+54% +$113K ﹤0.01% 991
2022
Q2 		$229K Buy
10,537
+916
+10% +$16.8K ﹤0.01% 978
2022
Q1 		$203K Buy
9,621
+2,155
+29% +$50.8K ﹤0.01% 1076
2021
Q4 		$237K Sell
7,466
-2,456
-25% -$90.3K ﹤0.01% 991
2021
Q3 		$354K Buy
9,922
+935
+10% +$38.4K 0.01% 778
2021
Q2 		$478K Sell
8,987
-3,296
-27% -$132K 0.01% 677
2021
Q1 		$479K Buy
12,283
+3,448
+39% +$176K 0.01% 625
2020
Q4 		$431K Buy
8,835
+7,352
+496% +$284K 0.01% 561
2020
Q3 		$31K Buy
+1,483
New +$22.8K ﹤0.01% 1184

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

O'Shaughnessy Asset Management's NIO Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its NIO (NIO) stake by 0.75% in Q2 2026, buying an estimated $3.15K and bringing the position to 73,081 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #1737.

O'Shaughnessy Asset Management first reported a position in NIO in Q3 2020 and has held it in 22 quarters since. The position peaked at $479K in Q1 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

  • O'Shaughnessy Asset Management held 73,081 shares of NIO worth $370K as of Q2 2026.
  • O'Shaughnessy Asset Management bought 541 NIO shares in Q2 2026, an estimated $3.15K.
  • NIO made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1737 holding.
  • O'Shaughnessy Asset Management first reported a position in NIO in Q3 2020 and has held it in 22 quarters since.
  • O'Shaughnessy Asset Management's NIO position peaked at $479K in Q1 2021.
  • 419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.