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Perigon Wealth Management’s NIO NIO Stock Holding History

Perigon Wealth 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
Q1 		$63.7K Sell
10,569
-1,392
-12% -$7.03K ﹤0.01% 1278
2025
Q4 		$61K Buy
11,961
+723
+6% +$4.46K ﹤0.01% 1298
2025
Q3 		$85.6K Buy
11,238
+270
+2% +$1.45K ﹤0.01% 1206
2025
Q2 		$37.6K Sell
10,968
-354
-3% -$1.32K ﹤0.01% 1048
2025
Q1 		$43.1K Sell
11,322
-3,447
-23% -$15.2K ﹤0.01% 1021
2024
Q4 		$61.4K Buy
14,769
+2,867
+24% +$14.6K ﹤0.01% 1033
2024
Q3 		$79.5K Sell
11,902
-912
-7% -$4.19K ﹤0.01% 977
2024
Q2 		$53.3K Buy
12,814
+1,497
+13% +$7.08K ﹤0.01% 857
2024
Q1 		$50.9K Buy
+11,317
New +$68.2K ﹤0.01% 846
2022
Q2 		– Sell
-11,833
Closed -$249K – 604
2022
Q1 		$249K Buy
11,833
+35
+0.3% +$824 0.02% 526
2021
Q4 		$374K Buy
11,798
+45
+0.4% +$1.65K 0.03% 406
2021
Q3 		$419K Sell
11,753
-2,065
-15% -$84.8K 0.04% 345
2021
Q2 		$735K Sell
13,818
-2,880
-17% -$115K 0.07% 240
2021
Q1 		$651K Buy
16,698
+5,378
+48% +$274K 0.07% 245
2020
Q4 		$552K Sell
11,320
-610
-5% -$23.6K 0.06% 234
2020
Q3 		$253K Buy
+11,930
New +$184K 0.04% 324

Other funds holding NIO

D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Perigon Wealth Management's NIO Position: Q1 2026 in Review

Perigon Wealth Management reduced its NIO (NIO) stake by 12% in Q1 2026, selling an estimated $7.03K and leaving 10,569 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Perigon Wealth Management first reported a position in NIO in Q3 2020 and has held it in 16 quarters since. The position peaked at $735K in Q2 2021. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Perigon Wealth Management held 10,569 shares of NIO worth $63.7K as of Q1 2026.
  • Perigon Wealth Management sold 1,392 NIO shares in Q1 2026, an estimated $7.03K.
  • NIO made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1278 holding.
  • Perigon Wealth Management first reported a position in NIO in Q3 2020 and has held it in 16 quarters since.
  • Perigon Wealth Management's NIO position peaked at $735K in Q2 2021.
  • 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.