Root Financial Partners
NIO icon

Root Financial Partners’s NIO NIO Stock Holding History

Root Financial Partners’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
Q3 		$3.94K Buy
+1,148
New +$5K ﹤0.01% 2319
2026
Q2 		– Sell
-1,049
Closed -$6.32K – 2188
2026
Q1 		$6.32K Buy
1,049
+23
+2% +$116 ﹤0.01% 1863
2025
Q4 		$5.23K Buy
1,026
+16
+2% +$99 ﹤0.01% 1753
2025
Q3 		$7.7K Buy
+1,010
New +$5.44K ﹤0.01% 1554

Other funds holding NIO

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Root Financial Partners's NIO Position: Q3 2026 in Review

Root Financial Partners opened a new position in NIO (NIO) in Q3 2026: 1,148 shares worth $3.94K. The stake represents ﹤0.01% of the portfolio and ranks #2319 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NIO as recently as Q1 2026.

Root Financial Partners first reported a position in NIO in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.7K in Q3 2025. 318 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

  • Root Financial Partners held 1,148 shares of NIO worth $3.94K as of Q3 2026.
  • NIO was a new Root Financial Partners position in Q3 2026.
  • NIO made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2319 holding.
  • Root Financial Partners first reported a position in NIO in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's NIO position peaked at $7.7K in Q3 2025.
  • 318 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.