Shufro Rose & Co’s NIO NIO Stock Holding History

Shufro Rose & Co’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
2025 Q4	–	Sell	-13,000	Closed	-$49.5K	–	331
2025 Q3	$49.5K	Hold	13,000	–	–	﹤0.01%	310
2025 Q2	$49.5K	Hold	13,000	–	–	﹤0.01%	307
2025 Q1	$49.5K	Sell	13,000 -2,000	-13%	-$8.8K	﹤0.01%	309
2024 Q4	$65.4K	Buy	+15,000	New	+$76.3K	0.01%	292
2021 Q3	–	Sell	-4,061	Closed	-$216K	–	310
2021 Q2	$216K	Sell	4,061 -500	-11%	-$20K	0.02%	259
2021 Q1	$178K	Buy	+4,561	New	+$232K	0.01%	265

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return

Shufro Rose & Co's NIO Position: Q4 2025 in Review

Shufro Rose & Co sold out of NIO (NIO) in Q4 2025, closing a stake of 13,000 shares — an estimated $49.5K sold.

Shufro Rose & Co first reported a position in NIO in Q1 2021 and held it in 6 quarters. The position peaked at $216K in Q2 2021. 432 funds tracked by Wall St. Rank hold NIO as of Q4 2025.

Shufro Rose & Co reported no remaining NIO position as of Q4 2025 after selling out during the quarter.
Shufro Rose & Co sold 13,000 NIO shares in Q4 2025, an estimated $49.5K.
Shufro Rose & Co first reported a position in NIO in Q1 2021 and held it in 6 quarters.
Shufro Rose & Co's NIO position peaked at $216K in Q2 2021.
432 funds tracked by Wall St. Rank held NIO as of Q4 2025.

Based on Shufro Rose & Co's 13F filing for Q4 2025, filed 9 Feb 2026.