Morgan Stanley
NKLA

Morgan Stanley’s Nikola Corporation Common Stock NKLA Stock Holding History

Morgan Stanley’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
Q1 		– Sell
-630,931
Closed -$751K – 8293
2024
Q4 		$751K Buy
630,931
+447,083
+243% +$1.28M ﹤0.01% 5233
2024
Q3 		$842K Buy
183,848
+41,912
+30% +$310K ﹤0.01% 5141
2024
Q2 		$1.16M Sell
141,936
-4,884
-3% -$87.1K ﹤0.01% 4869
2024
Q1 		$4.58M Sell
146,820
-154,515
-51% -$3.32M ﹤0.01% 3977
2023
Q4 		$7.91M Buy
301,335
+207,136
+220% +$6.44M ﹤0.01% 4094
2023
Q3 		$4.44M Buy
94,199
+22,712
+32% +$1.18M ﹤0.01% 3840
2023
Q2 		$2.96M Sell
71,487
-1,443
-2% -$39.8K ﹤0.01% 4162
2023
Q1 		$2.65M Sell
72,930
-10,170
-12% -$667K ﹤0.01% 4272
2022
Q4 		$5.38M Buy
83,100
+47,675
+135% +$3.99M ﹤0.01% 3691
2022
Q3 		$3.74M Sell
35,425
-20,169
-36% -$3.41M ﹤0.01% 3933
2022
Q2 		$7.94M Buy
55,594
+15,688
+39% +$3.21M ﹤0.01% 3312
2022
Q1 		$12.8M Sell
39,906
-437
-1% -$111K ﹤0.01% 2606
2021
Q4 		$11.9M Sell
40,343
-7,332
-15% -$2.45M ﹤0.01% 2749
2021
Q3 		$15.3M Buy
47,675
+24,518
+106% +$8.58M ﹤0.01% 2394
2021
Q2 		$12.5M Buy
23,157
+8,195
+55% +$3.41M ﹤0.01% 2726
2021
Q1 		$6.23M Sell
14,962
-9,646
-39% -$5.49M ﹤0.01% 3181
2020
Q4 		$11.3M Sell
24,608
-2,352
-9% -$1.46M ﹤0.01% 2380
2020
Q3 		$16.6M Buy
26,960
+21,127
+362% +$24.6M ﹤0.01% 1617
2020
Q2 		$11.8M Buy
5,833
+5,817
+36,356% +$5.61M ﹤0.01% 1816
2020
Q1 		$5K Buy
+16
New +$5.17K ﹤0.01% 6231
2019
Q3 		– Sell
-3
Closed -$1K – 6789
2019
Q2 		$1K Buy
+3
New +$906 ﹤0.01% 6583
2019
Q1 		– Sell
-29
Closed -$8K – 6736
2018
Q4 		$8K Sell
29
-14
-33% -$4.04K ﹤0.01% 6221
2018
Q3 		$12K Buy
+43
New +$12.3K ﹤0.01% 6274

Other funds holding NKLA

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Morgan Stanley's NKLA Position: Q1 2025 in Review

Morgan Stanley sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 630,931 shares — an estimated $751K sold.

Morgan Stanley first reported a position in NKLA in Q3 2018 and held it in 23 quarters. The position peaked at $16.6M in Q3 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Morgan Stanley reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Morgan Stanley sold 630,931 Nikola Corporation Common Stock shares in Q1 2025, an estimated $751K.
  • Morgan Stanley first reported a position in Nikola Corporation Common Stock in Q3 2018 and held it in 23 quarters.
  • Morgan Stanley's Nikola Corporation Common Stock position peaked at $16.6M in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.