SHP Wealth Management’s NIO NIO Stock Holding History

SHP Wealth 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	$7.56K	Buy	1,254 +509	+68%	+$2.57K	﹤0.01%	969
2025 Q4	$3.8K	Buy	+745	New	+$4.6K	﹤0.01%	1031

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

SHP Wealth Management's NIO Position: Q1 2026 in Review

SHP Wealth Management increased its NIO (NIO) stake by 68% in Q1 2026, buying an estimated $2.57K and bringing the position to 1,254 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

SHP Wealth Management first reported a position in NIO in Q4 2025 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

SHP Wealth Management held 1,254 shares of NIO worth $7.56K as of Q1 2026.
SHP Wealth Management bought 509 NIO shares in Q1 2026, an estimated $2.57K.
NIO made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #969 holding.
SHP Wealth Management first reported a position in NIO in Q4 2025 and has held it in 2 quarters since.
433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.