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 $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

Sunbelt Securities's NIO Position: Q1 2026 in Review

Sunbelt Securities held its NIO (NIO) position steady in Q1 2026 at 50 shares worth $302. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

Sunbelt Securities first reported a position in NIO in Q2 2021 and has held it in 17 quarters since. The position peaked at $271K in Q2 2022. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Sunbelt Securities held 50 shares of NIO worth $302 as of Q1 2026.
Sunbelt Securities left its NIO share count unchanged in Q1 2026.
NIO made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2416 holding.
Sunbelt Securities first reported a position in NIO in Q2 2021 and has held it in 17 quarters since.
Sunbelt Securities's NIO position peaked at $271K in Q2 2022.
433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.