Tradewinds Capital Management’s NIO NIO Stock Holding History

Tradewinds Capital Management’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 Q2	$1.81K	Hold	357	–	–	﹤0.01%	573
2026 Q1	$2.15K	Hold	357	–	–	﹤0.01%	548
2025 Q4	$1.82K	Sell	357 -100	-22%	-$617	﹤0.01%	539
2025 Q3	$3.48K	Buy	457 +100	+28%	+$539	﹤0.01%	469
2025 Q2	$1.23K	Hold	357	–	–	﹤0.01%	509
2025 Q1	$1.36K	Hold	357	–	–	﹤0.01%	521
2024 Q4	$1.56K	Hold	357	–	–	﹤0.01%	509
2024 Q3	$2.38K	Buy	357 +275	+335%	+$1.26K	﹤0.01%	458
2024 Q2	$342	Hold	82	–	–	﹤0.01%	543
2024 Q1	$369	Hold	82	–	–	﹤0.01%	504
2023 Q4	$744	Hold	82	–	–	﹤0.01%	399
2023 Q3	$742	Hold	82	–	–	﹤0.01%	407
2023 Q2	$795	Buy	+82	New	+$694	﹤0.01%	396
2022 Q2	–	Sell	-100	Closed	-$2K	–	663
2022 Q1	$2K	Sell	100 -100	-50%	-$2.35K	﹤0.01%	676
2021 Q4	$6K	Buy	200 +100	+100%	+$3.67K	﹤0.01%	564
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	592
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	575
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	573
2020 Q4	$5K	Buy	+100	New	+$3.87K	﹤0.01%	512

Other funds holding NIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tradewinds Capital Management's NIO Position: Q2 2026 in Review

Tradewinds Capital Management held its NIO (NIO) position steady in Q2 2026 at 357 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Tradewinds Capital Management first reported a position in NIO in Q4 2020 and has held it in 19 quarters since. The position peaked at $6K in Q4 2021. 419 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Tradewinds Capital Management held 357 shares of NIO worth $1.81K as of Q2 2026.
Tradewinds Capital Management left its NIO share count unchanged in Q2 2026.
NIO made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #573 holding.
Tradewinds Capital Management first reported a position in NIO in Q4 2020 and has held it in 19 quarters since.
Tradewinds Capital Management's NIO position peaked at $6K in Q4 2021.
419 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.