PDS Planning’s NIO NIO Stock Holding History

PDS Planning’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	$94.4K	Buy	18,657 +129	+0.7%	+$752	0.01%	601
2026 Q1	$112K	Buy	18,528 +856	+5%	+$4.32K	0.01%	544
2025 Q4	$90.1K	Sell	17,672 -2,900	-14%	-$17.9K	0.01%	541
2025 Q3	$157K	Buy	20,572 +9,667	+89%	+$52.1K	0.01%	520
2025 Q2	$37.4K	Sell	10,905 -6,166	-36%	-$23K	﹤0.01%	516
2025 Q1	$65K	Sell	17,071 -5,715	-25%	-$25.2K	0.01%	468
2024 Q4	$99.3K	Buy	22,786 +2,627	+13%	+$13.4K	0.01%	421
2024 Q3	$135K	Buy	20,159 +370	+2%	+$1.7K	0.01%	417
2024 Q2	$82.3K	Buy	19,789 +9,122	+86%	+$43.1K	0.01%	378
2024 Q1	$48K	Sell	10,667 -1,881	-15%	-$11.3K	0.01%	393
2023 Q4	$114K	Buy	+12,548	New	+$99.6K	0.01%	347
2022 Q4	–	Sell	-55,660	Closed	-$878K	–	231
2022 Q3	$878K	Buy	55,660 +1,513	+3%	+$29.9K	0.16%	57
2022 Q2	$1.18M	Buy	+54,147	New	+$994K	0.21%	53
2022 Q1	–	Sell	-74,440	Closed	-$2.36M	–	245
2021 Q4	$2.36M	Sell	74,440 -508	-0.7%	-$18.7K	0.45%	39
2021 Q3	$2.67M	Sell	74,948 -75	-0.1%	-$3.08K	0.62%	36
2021 Q2	$3.99M	Buy	75,023 +807	+1%	+$32.3K	0.97%	27
2021 Q1	$2.89M	Sell	74,216 -6,196	-8%	-$316K	0.84%	31
2020 Q4	$3.92M	Sell	80,412 -8,668	-10%	-$335K	1.35%	20
2020 Q3	$1.89M	Buy	89,080 +5,080	+6%	+$78.2K	0.77%	36
2020 Q2	$648K	Buy	84,000 +60,000	+250%	+$264K	0.29%	50
2020 Q1	$67K	Sell	24,000 -87,000	-78%	-$324K	0.04%	98
2019 Q4	$446K	Buy	111,000 +8,500	+8%	+$17.1K	0.28%	59
2019 Q3	$160K	Buy	102,500 +22,500	+28%	+$68.8K	0.11%	93
2019 Q2	$204K	Buy	+80,000	New	+$321K	0.15%	81

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

PDS Planning's NIO Position: Q2 2026 in Review

PDS Planning increased its NIO (NIO) stake by 0.7% in Q2 2026, buying an estimated $752 and bringing the position to 18,657 shares worth $94.4K. The position accounts for 0.01% of the portfolio, ranked #601.

PDS Planning first reported a position in NIO in Q2 2019 and has held it in 24 quarters since. The position peaked at $3.99M in Q2 2021. 421 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

PDS Planning held 18,657 shares of NIO worth $94.4K as of Q2 2026.
PDS Planning bought 129 NIO shares in Q2 2026, an estimated $752.
NIO made up 0.01% of PDS Planning's portfolio in Q2 2026, its #601 holding.
PDS Planning first reported a position in NIO in Q2 2019 and has held it in 24 quarters since.
PDS Planning's NIO position peaked at $3.99M in Q2 2021.
421 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.