Osaic Holdings
NKLA

Osaic Holdings’s Nikola Corporation Common Stock NKLA Stock Holding History

Osaic Holdings’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
-4,562
Closed -$5.38K – 7813
2024
Q4 		$5.38K Buy
4,562
+1,891
+71% +$5.4K ﹤0.01% 6151
2024
Q3 		$12.2K Buy
2,671
+2,210
+479% +$16.4K ﹤0.01% 5693
2024
Q2 		$3.77K Sell
461
-2,036
-82% -$36.3K ﹤0.01% 6310
2024
Q1 		$77.9K Sell
2,497
-101
-4% -$2.17K ﹤0.01% 4417
2023
Q4 		$68.1K Sell
2,598
-2,218
-46% -$68.9K ﹤0.01% 4690
2023
Q3 		$227K Buy
4,816
+797
+20% +$41.5K ﹤0.01% 3904
2023
Q2 		$167K Buy
4,019
+482
+14% +$13.3K ﹤0.01% 4041
2023
Q1 		$128K Sell
3,537
-40
-1% -$2.62K ﹤0.01% 4232
2022
Q4 		$232K Sell
3,577
-273
-7% -$22.8K ﹤0.01% 3715
2022
Q3 		$406K Buy
3,850
+61
+2% +$10.3K ﹤0.01% 3094
2022
Q2 		$540K Buy
3,789
+436
+13% +$89.2K ﹤0.01% 2848
2022
Q1 		$1.07M Buy
3,353
+86
+3% +$21.9K ﹤0.01% 2508
2021
Q4 		$968K Buy
3,267
+828
+34% +$276K ﹤0.01% 2439
2021
Q3 		$780K Sell
2,439
-129
-5% -$45.2K ﹤0.01% 2578
2021
Q2 		$1.39M Buy
2,568
+47
+2% +$19.6K ﹤0.01% 2046
2021
Q1 		$1.05M Buy
2,521
+416
+20% +$237K ﹤0.01% 2187
2020
Q4 		$961K Sell
2,105
-215
-9% -$134K ﹤0.01% 2070
2020
Q3 		$1.46M Buy
2,320
+1,684
+265% +$1.96M ﹤0.01% 1542
2020
Q2 		$1.29M Buy
636
+531
+506% +$512K ﹤0.01% 1562
2020
Q1 		$34K Buy
+105
New +$33.9K ﹤0.01% 4277

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

Osaic Holdings's NKLA Position: Q1 2025 in Review

Osaic Holdings sold out of Nikola Corporation Common Stock (NKLA) in Q1 2025, closing a stake of 4,562 shares — an estimated $5.38K sold.

Osaic Holdings first reported a position in NKLA in Q1 2020 and held it in 20 quarters. The position peaked at $1.46M in Q3 2020. 23 funds tracked by Wall St. Rank hold NKLA as of Q1 2025.

  • Osaic Holdings reported no remaining Nikola Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
  • Osaic Holdings sold 4,562 Nikola Corporation Common Stock shares in Q1 2025, an estimated $5.38K.
  • Osaic Holdings first reported a position in Nikola Corporation Common Stock in Q1 2020 and held it in 20 quarters.
  • Osaic Holdings's Nikola Corporation Common Stock position peaked at $1.46M in Q3 2020.
  • 23 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q1 2025.

Based on Osaic Holdings's 13F filing for Q1 2025, filed 12 May 2025.