Kovitz Investment Group Partners
NKLA

Kovitz Investment Group Partners’s Nikola Corporation Common Stock NKLA Stock Holding History

Kovitz Investment Group Partners’s Portfolio NKLA Stock Details NKLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,459
Closed -$1.33K – 1414
2025
Q1 		$1.33K Buy
+10,459
New +$9.18K ﹤0.01% 1243

Other funds holding NKLA

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PAS
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CCMW
Cypress Capital Management (Wyoming) Sheridan, Wyoming $120M AUM 63.01% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Kovitz Investment Group Partners's NKLA Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Nikola Corporation Common Stock (NKLA) in Q2 2025, closing a stake of 10,459 shares — an estimated $1.33K sold.

Kovitz Investment Group Partners first reported a position in NKLA in Q1 2025 and held it in 1 quarter. The position peaked at $1.33K in Q1 2025. 9 funds tracked by Wall St. Rank hold NKLA as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining Nikola Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 10,459 Nikola Corporation Common Stock shares in Q2 2025, an estimated $1.33K.
  • Kovitz Investment Group Partners first reported a position in Nikola Corporation Common Stock in Q1 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Nikola Corporation Common Stock position peaked at $1.33K in Q1 2025.
  • 9 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.