SC
NKLA

Swan Capital’s Nikola Corporation Common Stock NKLA Stock Holding History

Swan Capital’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
Closed -$1 – 516
2025
Q1 		$1 Hold
10
– – ﹤0.01% 382
2024
Q4 		$12 Hold
10
– – ﹤0.01% 378
2024
Q3 		$46 Hold
10
– – ﹤0.01% 335
2024
Q2 		$82 Buy
+10
New +$178 ﹤0.01% 292

Other funds holding NKLA

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $108M AUM 54.47% 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

Swan Capital's NKLA Position: Q2 2025 in Review

Swan Capital sold out of Nikola Corporation Common Stock (NKLA) in Q2 2025, closing a stake of 10 shares — an estimated $1 sold.

Swan Capital first reported a position in NKLA in Q2 2024 and held it in 4 quarters. The position peaked at $82 in Q2 2024. 9 funds tracked by Wall St. Rank hold NKLA as of Q2 2025.

  • Swan Capital reported no remaining Nikola Corporation Common Stock position as of Q2 2025 after selling out during the quarter.
  • Swan Capital sold 10 Nikola Corporation Common Stock shares in Q2 2025, an estimated $1.
  • Swan Capital first reported a position in Nikola Corporation Common Stock in Q2 2024 and held it in 4 quarters.
  • Swan Capital's Nikola Corporation Common Stock position peaked at $82 in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q2 2025.

Based on Swan Capital's 13F filing for Q2 2025, filed 14 Aug 2025.