Sunbelt Securities’s NIO NIO Stock Holding History

Sunbelt Securities’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	$302	Hold	50	–	–	﹤0.01%	2416
2025 Q4	$255	Hold	50	–	–	﹤0.01%	2383
2025 Q3	$381	Sell	50 -73	-59%	-$393	﹤0.01%	2295
2025 Q2	$536	Buy	123 +73	+146%	+$272	﹤0.01%	1705
2025 Q1	$190	Sell	50 -73	-59%	-$321	﹤0.01%	1744
2024 Q4	$539	Hold	123	–	–	﹤0.01%	1712
2024 Q3	$822	Buy	123 +73	+146%	+$336	﹤0.01%	1699
2024 Q2	$208	Hold	50	–	–	﹤0.01%	1702
2024 Q1	$225	Sell	50 -116	-70%	-$700	﹤0.01%	1668
2023 Q4	$1.51K	Sell	166 -300	-64%	-$2.38K	﹤0.01%	1499
2023 Q3	$4.21K	Sell	466 -1,000	-68%	-$11.1K	﹤0.01%	1342
2023 Q2	$14.2K	Hold	1,466	–	–	﹤0.01%	1098
2023 Q1	$15.3K	Buy	+1,466	New	+$15K	﹤0.01%	1018
2022 Q4	–	Sell	-12,466	Closed	-$197K	–	465
2022 Q3	$197K	Hold	12,466	–	–	0.04%	408
2022 Q2	$271K	Buy	+12,466	New	+$229K	0.06%	355
2021 Q4	–	Sell	-6,300	Closed	-$270K	–	500
2021 Q3	$270K	Hold	6,300	–	–	0.05%	372
2021 Q2	$270K	Buy	+6,300	New	+$252K	0.05%	371

Other funds holding NIO

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return