Valley Wealth Managers’s NIO NIO Stock Holding History

Valley Wealth Managers’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	$11K	Buy	1,819 +1,000	+122%	+$5.05K	﹤0.01%	270
2025 Q4	$4.18K	Buy	+819	New	+$5.05K	﹤0.01%	309

Other funds holding NIO

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AMH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valley Wealth Managers's NIO Position: Q1 2026 in Review

Valley Wealth Managers increased its NIO (NIO) stake by 122% in Q1 2026, buying an estimated $5.05K and bringing the position to 1,819 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Valley Wealth Managers first reported a position in NIO in Q4 2025 and has held it in 2 quarters since. 432 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Valley Wealth Managers held 1,819 shares of NIO worth $11K as of Q1 2026.
Valley Wealth Managers bought 1,000 NIO shares in Q1 2026, an estimated $5.05K.
NIO made up ﹤0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #270 holding.
Valley Wealth Managers first reported a position in NIO in Q4 2025 and has held it in 2 quarters since.
432 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.