Pinnacle Wealth Planning Services’s NIO NIO Stock Holding History

Pinnacle Wealth Planning Services’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	$2.72K	Sell	451 -1,485	-77%	-$7.5K	﹤0.01%	2391
2025 Q4	$9.87K	Buy	+1,936	New	+$11.9K	﹤0.01%	2020
2024 Q4	–	Sell	-15,269	Closed	-$102K	–	507
2024 Q3	$102K	Sell	15,269 -11,028	-42%	-$50.7K	0.01%	507
2024 Q2	$109K	Buy	+26,297	New	+$124K	0.02%	473
2023 Q2	–	Sell	-10,942	Closed	-$115K	–	498
2023 Q1	$115K	Buy	+10,942	New	+$112K	0.02%	427
2021 Q1	–	Sell	-1,086	Closed	-$53K	–	1382
2020 Q4	$53K	Buy	+1,086	New	+$42K	0.01%	769

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Planning Services's NIO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its NIO (NIO) stake by 77% in Q1 2026, selling an estimated $7.5K and leaving 451 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Pinnacle Wealth Planning Services first reported a position in NIO in Q4 2020 and has held it in 6 quarters since. The position peaked at $115K in Q1 2023. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Pinnacle Wealth Planning Services held 451 shares of NIO worth $2.72K as of Q1 2026.
Pinnacle Wealth Planning Services sold 1,485 NIO shares in Q1 2026, an estimated $7.5K.
NIO made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2391 holding.
Pinnacle Wealth Planning Services first reported a position in NIO in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's NIO position peaked at $115K in Q1 2023.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.