Wealthspire Advisors (New York)’s NIO NIO Stock Holding History

Wealthspire Advisors (New York)’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	$86K	Buy	14,263 +1,283	+10%	+$6.48K	﹤0.01%	898
2025 Q4	$66.2K	Buy	12,980 +2,707	+26%	+$16.7K	﹤0.01%	1020
2025 Q3	$78.3K	Buy	+10,273	New	+$55.3K	﹤0.01%	1089
2024 Q4	–	Sell	-10,965	Closed	-$73.2K	–	824
2024 Q3	$73.2K	Buy	+10,965	New	+$50.4K	﹤0.01%	734

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

Wealthspire Advisors (New York)'s NIO Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its NIO (NIO) stake by 9.9% in Q1 2026, buying an estimated $6.48K and bringing the position to 14,263 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

Wealthspire Advisors (New York) first reported a position in NIO in Q3 2024 and has held it in 4 quarters since. 433 funds tracked by Wall St. Rank hold NIO as of Q1 2026.

Wealthspire Advisors (New York) held 14,263 shares of NIO worth $86K as of Q1 2026.
Wealthspire Advisors (New York) bought 1,283 NIO shares in Q1 2026, an estimated $6.48K.
NIO made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #898 holding.
Wealthspire Advisors (New York) first reported a position in NIO in Q3 2024 and has held it in 4 quarters since.
433 funds tracked by Wall St. Rank held NIO as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.