SPIA
NKLA

Steward Partners Investment Advisory’s Nikola Corporation Common Stock NKLA Stock Holding History

Steward Partners Investment Advisory’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
-178
Closed -$23 – 4283
2025
Q1 		$23 Sell
178
-94
-35% -$82 ﹤0.01% 3989
2024
Q4 		$324 Sell
272
-274
-50% -$782 ﹤0.01% 3884
2024
Q3 		$2.5K Buy
546
+1
+0.2% +$7 ﹤0.01% 3397
2024
Q2 		$4.46K Sell
545
-3
-0.5% -$54 ﹤0.01% 3080
2024
Q1 		$17.1K Buy
548
+63
+13% +$1.35K ﹤0.01% 2585
2023
Q4 		$12.7K Sell
485
-19
-4% -$590 ﹤0.01% 2608
2023
Q3 		$23.7K Hold
504
– – ﹤0.01% 2226
2023
Q2 		$20.9K Buy
504
+4
+0.8% +$110 ﹤0.01% 2265
2023
Q1 		$18.2K Buy
500
+236
+89% +$15.5K ﹤0.01% 2286
2022
Q4 		$17.1K Buy
264
+33
+14% +$2.76K ﹤0.01% 2312
2022
Q3 		$24K Sell
231
-41
-15% -$6.94K ﹤0.01% 2153
2022
Q2 		$39K Buy
272
+140
+106% +$28.6K ﹤0.01% 1931
2022
Q1 		$42K Buy
132
+41
+45% +$10.5K ﹤0.01% 2006
2021
Q4 		$27K Sell
91
-28
-24% -$9.34K ﹤0.01% 2200
2021
Q3 		$38K Sell
119
-10
-8% -$3.5K ﹤0.01% 2028
2021
Q2 		$70K Sell
129
-28
-18% -$11.7K ﹤0.01% 2736
2021
Q1 		$65.6K Buy
157
+22
+16% +$12.5K ﹤0.01% 1848
2020
Q4 		$62K Sell
135
-83
-38% -$51.7K ﹤0.01% 1565
2020
Q3 		$134K Buy
218
+170
+354% +$198K ﹤0.01% 1103
2020
Q2 		$97K Buy
+48
New +$46.3K ﹤0.01% 1170

Other funds holding NKLA

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
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

Steward Partners Investment Advisory's NKLA Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Nikola Corporation Common Stock (NKLA) in Q2 2025, closing a stake of 178 shares — an estimated $23 sold.

Steward Partners Investment Advisory first reported a position in NKLA in Q2 2020 and held it in 20 quarters. The position peaked at $134K in Q3 2020. 9 funds tracked by Wall St. Rank hold NKLA as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Nikola Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 178 Nikola Corporation Common Stock shares in Q2 2025, an estimated $23.
  • Steward Partners Investment Advisory first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 20 quarters.
  • Steward Partners Investment Advisory's Nikola Corporation Common Stock position peaked at $134K in Q3 2020.
  • 9 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.