Plante Moran Financial Advisors’s NIO NIO Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-2,000	Closed	-$10.2K	–	831
2025 Q4	$10.2K	Sell	2,000 -100	-5%	-$617	﹤0.01%	553
2025 Q3	$16K	Hold	2,100	–	–	﹤0.01%	494
2025 Q2	$7.2K	Buy	2,100 +100	+5%	+$373	﹤0.01%	605
2025 Q1	$7.62K	Hold	2,000	–	–	﹤0.01%	606
2024 Q4	$8.72K	Hold	2,000	–	–	﹤0.01%	598
2024 Q3	$13.4K	Hold	2,000	–	–	﹤0.01%	578
2024 Q2	$8.32K	Sell	2,000 -400	-17%	-$1.89K	﹤0.01%	597
2024 Q1	$10.8K	Hold	2,400	–	–	﹤0.01%	594
2023 Q4	$21.8K	Hold	2,400	–	–	﹤0.01%	443
2023 Q3	$21.7K	Sell	2,400 -190	-7%	-$2.12K	﹤0.01%	421
2023 Q2	$25.1K	Buy	2,590 +190	+8%	+$1.61K	﹤0.01%	400
2023 Q1	$25.2K	Hold	2,400	–	–	﹤0.01%	403
2022 Q4	$23.4K	Sell	2,400 -2,000	-45%	-$23K	﹤0.01%	435
2022 Q3	$69K	Hold	4,400	–	–	0.01%	264
2022 Q2	$96K	Buy	4,400 +2,000	+83%	+$36.7K	0.02%	218
2022 Q1	$51K	Buy	2,400 +2,000	+500%	+$47.1K	0.01%	332
2021 Q4	$13K	Hold	400	–	–	﹤0.01%	642
2021 Q3	$14K	Hold	400	–	–	﹤0.01%	637
2021 Q2	$21K	Hold	400	–	–	0.01%	550
2021 Q1	$16K	Buy	400 +300	+300%	+$15.3K	﹤0.01%	568
2020 Q4	$5K	Buy	+100	New	+$3.87K	﹤0.01%	700

Other funds holding NIO

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plante Moran Financial Advisors's NIO Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of NIO (NIO) in Q1 2026, closing a stake of 2,000 shares — an estimated $10.2K sold.

Plante Moran Financial Advisors first reported a position in NIO in Q4 2020 and held it in 21 quarters. The position peaked at $96K in Q2 2022. 434 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Plante Moran Financial Advisors reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,000 NIO shares in Q1 2026, an estimated $10.2K.
Plante Moran Financial Advisors first reported a position in NIO in Q4 2020 and held it in 21 quarters.
Plante Moran Financial Advisors's NIO position peaked at $96K in Q2 2022.
434 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.