Rothschild Investment LLC’s NIO NIO Stock Holding History

Rothschild Investment LLC’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 Q2	$5.06K	Hold	1,000	–	–	﹤0.01%	2254
2026 Q1	$6.03K	Hold	1,000	–	–	﹤0.01%	1958
2025 Q4	$5.1K	Hold	1,000	–	–	﹤0.01%	1869
2025 Q3	$7.62K	Buy	1,000 +700	+233%	+$3.77K	﹤0.01%	1543
2025 Q2	$1.03K	Hold	300	–	–	﹤0.01%	2453
2025 Q1	$1.14K	Hold	300	–	–	﹤0.01%	2267
2024 Q4	$1.31K	Sell	300 -200	-40%	-$1.02K	﹤0.01%	2054
2024 Q3	$3.34K	Hold	500	–	–	﹤0.01%	1456
2024 Q2	$2.08K	Hold	500	–	–	﹤0.01%	1388
2024 Q1	$2.25K	Hold	500	–	–	﹤0.01%	1203
2023 Q4	$4.54K	Buy	+500	New	+$3.97K	﹤0.01%	1095

Other funds holding NIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JSSH

J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return

Rothschild Investment LLC's NIO Position: Q2 2026 in Review

Rothschild Investment LLC held its NIO (NIO) position steady in Q2 2026 at 1,000 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Rothschild Investment LLC first reported a position in NIO in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.62K in Q3 2025. 213 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Rothschild Investment LLC held 1,000 shares of NIO worth $5.06K as of Q2 2026.
Rothschild Investment LLC left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2254 holding.
Rothschild Investment LLC first reported a position in NIO in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's NIO position peaked at $7.62K in Q3 2025.
213 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.