Triumph Capital Management’s NIO NIO Stock Holding History

Triumph 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	–	Sell	-400	Closed	-$2.41K	–	1898
2026 Q1	$2.41K	Hold	400	–	–	﹤0.01%	1507
2025 Q4	$2.04K	Buy	+400	New	+$2.47K	﹤0.01%	1466

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

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

Triumph Capital Management sold out of NIO (NIO) in Q2 2026, closing a stake of 400 shares — an estimated $2.41K sold.

Triumph Capital Management first reported a position in NIO in Q4 2025 and held it in 2 quarters. The position peaked at $2.41K in Q1 2026. 422 funds tracked by Wall St. Rank hold NIO as of Q2 2026.

Triumph Capital Management reported no remaining NIO position as of Q2 2026 after selling out during the quarter.
Triumph Capital Management sold 400 NIO shares in Q2 2026, an estimated $2.41K.
Triumph Capital Management first reported a position in NIO in Q4 2025 and held it in 2 quarters.
Triumph Capital Management's NIO position peaked at $2.41K in Q1 2026.
422 funds tracked by Wall St. Rank held NIO as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.