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Prosperity Financial Group’s NIO NIO Stock Holding History

Prosperity Financial Group’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
-7,500
Closed -$38.3K – 196
2025
Q4 		$38.3K Hold
7,500
– – 0.01% 181
2025
Q3 		$57.1K Buy
+7,500
New +$40.4K 0.02% 177
2025
Q2 		– Sell
-15,000
Closed -$57.1K – 178
2025
Q1 		$57.1K Hold
15,000
– – 0.03% 160
2024
Q4 		$65.4K Buy
+15,000
New +$76.3K 0.03% 166

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

Prosperity Financial Group's NIO Position: Q1 2026 in Review

Prosperity Financial Group held its NIO (NIO) position steady in Q1 2026 at 24,400 shares worth $147K. The position accounts for 0.05% of the portfolio, ranked #183.

Prosperity Financial Group first reported a position in NIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $186K in Q3 2025. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

  • Prosperity Financial Group held 24,400 shares of NIO worth $147K as of Q1 2026.
  • Prosperity Financial Group left its NIO share count unchanged in Q1 2026.
  • NIO made up 0.05% of Prosperity Financial Group's portfolio in Q1 2026, its #183 holding.
  • Prosperity Financial Group first reported a position in NIO in Q4 2024 and has held it in 6 quarters since.
  • Prosperity Financial Group's NIO position peaked at $186K in Q3 2025.
  • 432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.