Stonehaven Wealth & Tax Solutions’s NIO NIO Stock Holding History

Stonehaven Wealth & Tax Solutions’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	-15,625	Closed	-$79.7K	–	96
2025 Q4	$79.7K	Buy	+15,625	New	+$96.4K	0.07%	84

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

Stonehaven Wealth & Tax Solutions's NIO Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of NIO (NIO) in Q1 2026, closing a stake of 15,625 shares — an estimated $79.7K sold.

Stonehaven Wealth & Tax Solutions first reported a position in NIO in Q4 2025 and held it in 1 quarter. The position peaked at $79.7K in Q4 2025. 434 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Stonehaven Wealth & Tax Solutions reported no remaining NIO position as of Q1 2026 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 15,625 NIO shares in Q1 2026, an estimated $79.7K.
Stonehaven Wealth & Tax Solutions first reported a position in NIO in Q4 2025 and held it in 1 quarter.
Stonehaven Wealth & Tax Solutions's NIO position peaked at $79.7K in Q4 2025.
434 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.