Rockefeller Capital Management’s NIO NIO Stock Holding History

Rockefeller Capital 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	$372K	Buy	61,756 +14,453	+31%	+$73K	﹤0.01%	2142
2025 Q4	$241K	Sell	47,303 -35,289	-43%	-$218K	﹤0.01%	2263
2025 Q3	$629K	Buy	+82,592	New	+$445K	﹤0.01%	1662
2025 Q1	–	Sell	-48,479	Closed	-$211K	–	1714
2024 Q4	$211K	Sell	48,479 -21,016	-30%	-$107K	﹤0.01%	1646
2024 Q3	$463K	Sell	69,495 -109,288	-61%	-$502K	﹤0.01%	1451
2024 Q2	$744K	Sell	178,783 -5,467	-3%	-$25.9K	﹤0.01%	1323
2024 Q1	$829K	Buy	184,250 +34,580	+23%	+$209K	﹤0.01%	1317
2023 Q4	$1.36M	Buy	149,670 +447	+0.3%	+$3.55K	﹤0.01%	1046
2023 Q3	$1.35M	Buy	149,223 +284	+0.2%	+$3.16K	0.01%	983
2023 Q2	$1.44M	Sell	148,939 -49,207	-25%	-$416K	0.01%	954
2023 Q1	$2.08M	Sell	198,146 -367	-0.2%	-$3.75K	0.01%	803
2022 Q4	$1.94M	Sell	198,513 -5,966	-3%	-$68.7K	0.01%	756
2022 Q3	$3.22M	Buy	204,479 +7,164	+4%	+$142K	0.02%	626
2022 Q2	$4.29M	Buy	197,315 +111,942	+131%	+$2.05M	0.02%	557
2022 Q1	$1.8M	Sell	85,373 -6,215	-7%	-$146K	0.01%	838
2021 Q4	$2.9M	Buy	91,588 +12,637	+16%	+$464K	0.01%	697
2021 Q3	$2.81M	Buy	78,951 +2,542	+3%	+$104K	0.01%	654
2021 Q2	$4.06M	Buy	76,409 +28,395	+59%	+$1.14M	0.02%	508
2021 Q1	$1.87M	Buy	48,014 +11,004	+30%	+$561K	0.01%	600
2020 Q4	$1.8M	Buy	37,010 +26,241	+244%	+$1.02M	0.01%	552
2020 Q3	$228K	Buy	+10,769	New	+$166K	﹤0.01%	996
2019 Q2	–	Sell	-1,000	Closed	-$5K	–	1862
2019 Q1	$5K	Buy	+1,000	New	+$7.09K	﹤0.01%	1632

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

Rockefeller Capital Management's NIO Position: Q1 2026 in Review

Rockefeller Capital Management increased its NIO (NIO) stake by 31% in Q1 2026, buying an estimated $73K and bringing the position to 61,756 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Rockefeller Capital Management first reported a position in NIO in Q1 2019 and has held it in 22 quarters since. The position peaked at $4.29M in Q2 2022. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Rockefeller Capital Management held 61,756 shares of NIO worth $372K as of Q1 2026.
Rockefeller Capital Management bought 14,453 NIO shares in Q1 2026, an estimated $73K.
NIO made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2142 holding.
Rockefeller Capital Management first reported a position in NIO in Q1 2019 and has held it in 22 quarters since.
Rockefeller Capital Management's NIO position peaked at $4.29M in Q2 2022.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.