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 Q1	$6.33K	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

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

Root Financial Partners's NIO Position: Q1 2026 in Review

Root Financial Partners increased its NIO (NIO) stake by 2.2% in Q1 2026, buying an estimated $116 and bringing the position to 1,049 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Root Financial Partners first reported a position in NIO in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.7K in Q3 2025. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Root Financial Partners held 1,049 shares of NIO worth $6.33K as of Q1 2026.
Root Financial Partners bought 23 NIO shares in Q1 2026, an estimated $116.
NIO made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1863 holding.
Root Financial Partners first reported a position in NIO in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's NIO position peaked at $7.7K in Q3 2025.
433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.