Northwestern Mutual Wealth Management
NKLA

Northwestern Mutual Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

Northwestern Mutual Wealth Management’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
-125
Closed -$149 – 4009
2024
Q4 		$149 Buy
125
+73
+140% +$208 ﹤0.01% 3465
2024
Q3 		$239 Buy
52
+12
+30% +$89 ﹤0.01% 3430
2024
Q2 		$327 Buy
40
+1
+3% +$18 ﹤0.01% 3323
2024
Q1 		$1.21K Buy
39
+2
+5% +$43 ﹤0.01% 3144
2023
Q4 		$969 Buy
37
+2
+6% +$62 ﹤0.01% 3178
2023
Q3 		$1.65K Sell
35
-3
-8% -$156 ﹤0.01% 2984
2023
Q2 		$1.57K Sell
38
-20
-34% -$552 ﹤0.01% 3027
2023
Q1 		$2.1K Buy
58
+14
+32% +$918 ﹤0.01% 2925
2022
Q4 		$2.85K Sell
44
-1
-2% -$84 ﹤0.01% 2876
2022
Q3 		$5K Sell
45
-22
-33% -$3.72K ﹤0.01% 2710
2022
Q2 		$10K Buy
67
+1
+2% +$204 ﹤0.01% 2529
2022
Q1 		$22K Sell
66
-336
-84% -$85.7K ﹤0.01% 2279
2021
Q4 		$118K Buy
402
+249
+163% +$83.1K ﹤0.01% 1645
2021
Q3 		$50K Buy
153
+9
+6% +$3.15K ﹤0.01% 1908
2021
Q2 		$78K Buy
144
+103
+251% +$42.9K ﹤0.01% 1703
2021
Q1 		$17K Sell
41
-11
-21% -$6.26K ﹤0.01% 2125
2020
Q4 		$24K Buy
52
+45
+643% +$28K ﹤0.01% 1900
2020
Q3 		$5K Hold
7
– – ﹤0.01% 2185
2020
Q2 		$15K Buy
+7
New +$6.75K ﹤0.01% 1800

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 $515M AUM 27.37% 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 $38B AUM 39.14% 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

Northwestern Mutual Wealth Management's NKLA Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 125 shares — an estimated $149 sold.

Northwestern Mutual Wealth Management first reported a position in NKLA in Q2 2020 and held it in 19 quarters. The position peaked at $118K in Q4 2021. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 125 Nikola Corporation Common Stock shares in Q1 2025, an estimated $149.
  • Northwestern Mutual Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 19 quarters.
  • Northwestern Mutual Wealth Management's Nikola Corporation Common Stock position peaked at $118K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.