SageView Advisory Group’s NIO NIO Stock Holding History

SageView Advisory 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	-3,879	Closed	-$19.8K	–	1786
2025 Q4	$19.8K	Buy	+3,879	New	+$23.9K	﹤0.01%	1456

Other funds holding NIO

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's NIO Position: Q1 2026 in Review

SageView Advisory Group sold out of NIO (NIO) in Q1 2026, closing a stake of 3,879 shares — an estimated $19.8K sold.

SageView Advisory Group first reported a position in NIO in Q4 2025 and held it in 1 quarter. The position peaked at $19.8K in Q4 2025. 434 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

SageView Advisory Group reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,879 NIO shares in Q1 2026, an estimated $19.8K.
SageView Advisory Group first reported a position in NIO in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's NIO position peaked at $19.8K in Q4 2025.
434 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.