Stephens Consulting’s NIO NIO Stock Holding History

Stephens Consulting’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	$25.5K	Hold	5,000	–	–	0.01%	182
2025 Q3	$38.1K	Hold	5,000	–	–	0.01%	149
2025 Q2	$17.1K	Hold	5,000	–	–	﹤0.01%	272
2025 Q1	$19.1K	Hold	5,000	–	–	﹤0.01%	264
2024 Q4	$21.8K	Buy	5,000 +3,000	+150%	+$15.3K	0.01%	270
2024 Q3	$13.4K	Sell	2,000 -82	-4%	-$377	﹤0.01%	307
2024 Q2	$8.66K	Hold	2,082	–	–	﹤0.01%	356
2024 Q1	$9.37K	Hold	2,082	–	–	﹤0.01%	322
2023 Q4	$18.9K	Hold	2,082	–	–	0.01%	253
2023 Q3	$18.8K	Hold	2,082	–	–	0.01%	249
2023 Q2	$20.2K	Hold	2,082	–	–	0.01%	239
2023 Q1	$21.9K	Hold	2,082	–	–	0.01%	237
2022 Q4	$20.3K	Sell	2,082 -100	-5%	-$1.15K	0.01%	230
2022 Q3	$34.4K	Hold	2,182	–	–	0.03%	206
2022 Q2	$47.4K	Hold	2,182	–	–	0.04%	174
2022 Q1	$45.9K	Sell	2,182 -2,000	-48%	-$47.1K	0.04%	197
2021 Q4	$132K	Buy	+4,182	New	+$154K	0.11%	127

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

Stephens Consulting's NIO Position: Q4 2025 in Review

Stephens Consulting held its NIO (NIO) position steady in Q4 2025 at 5,000 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #182.

Stephens Consulting first reported a position in NIO in Q4 2021 and has held it in 17 quarters since. The position peaked at $132K in Q4 2021. 432 funds tracked by Wall St. Rank hold NIO as of Q4 2025.

Stephens Consulting held 5,000 shares of NIO worth $25.5K as of Q4 2025.
Stephens Consulting left its NIO share count unchanged in Q4 2025.
NIO made up 0.01% of Stephens Consulting's portfolio in Q4 2025, its #182 holding.
Stephens Consulting first reported a position in NIO in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's NIO position peaked at $132K in Q4 2021.
432 funds tracked by Wall St. Rank held NIO as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.