Avantax Advisory Services’s Nike NKE Stock Holding History

Avantax Advisory Services’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.31M	Sell	46,602 -12,332	-21%	-$740K	0.02%	587
2025 Q1	$3.74M	Buy	58,934 +7,180	+14%	+$529K	0.02%	510
2024 Q4	$3.92M	Sell	51,754 -7,638	-13%	-$600K	0.02%	472
2024 Q3	$5.25M	Buy	59,392 +1,635	+3%	+$128K	0.03%	380
2024 Q2	$4.35M	Buy	57,757 +12,450	+27%	+$1.16M	0.03%	413
2024 Q1	$4.26M	Buy	45,307 +3,788	+9%	+$385K	0.04%	343
2023 Q4	$4.51M	Sell	41,519 -8,472	-17%	-$910K	0.04%	300
2023 Q3	$4.78M	Sell	49,991 -237	-0.5%	-$24.4K	0.05%	263
2023 Q2	$5.54M	Buy	50,228 +140	+0.3%	+$16.4K	0.06%	234
2023 Q1	$6.14M	Buy	50,088 +3,938	+9%	+$484K	0.08%	205
2022 Q4	$5.4M	Buy	46,150 +2,330	+5%	+$235K	0.07%	209
2022 Q3	$3.64M	Buy	43,820 +9,967	+29%	+$1.07M	0.06%	256
2022 Q2	$3.46M	Buy	33,853 +8,773	+35%	+$1.04M	0.05%	264
2022 Q1	$3.38M	Buy	25,080 +2,026	+9%	+$285K	0.05%	278
2021 Q4	$3.84M	Buy	23,054 +76	+0.3%	+$12.5K	0.06%	240
2021 Q3	$3.33M	Buy	22,978 +4,096	+22%	+$668K	0.06%	253
2021 Q2	$2.92M	Buy	18,882 +2,608	+16%	+$351K	0.05%	264
2021 Q1	$2.16M	Sell	16,274 -14,405	-47%	-$2M	0.05%	276
2020 Q4	$4.34M	Sell	30,679 -15,169	-33%	-$2.01M	0.1%	150
2020 Q3	$5.76M	Buy	45,848 +29,975	+189%	+$3.22M	0.09%	185
2020 Q2	$1.56M	Buy	15,873 +4,989	+46%	+$460K	0.04%	265
2020 Q1	$900K	Buy	10,884 +46	+0.4%	+$4.28K	0.03%	322
2019 Q4	$1.1M	Buy	10,838 +1,048	+11%	+$98.8K	0.03%	314
2019 Q3	$922K	Sell	9,790 -108	-1%	-$9.26K	0.04%	224
2019 Q2	$831K	Sell	9,898 -434	-4%	-$36.5K	0.04%	217
2019 Q1	$870K	Buy	10,332 +295	+3%	+$24.3K	0.05%	191
2018 Q4	$745K	Buy	+10,037	New	+$751K	0.13%	167

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's NKE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Nike (NKE) stake by 21% in Q2 2025, selling an estimated $740K and leaving 46,602 shares worth $3.31M. The position accounts for 0.02% of the portfolio, ranked #587.

Avantax Advisory Services first reported a position in NKE in Q4 2018 and has held it in 27 quarters since. The position peaked at $6.14M in Q1 2023. 2,064 funds tracked by Wall St. Rank hold NKE as of Q2 2025.

Avantax Advisory Services held 46,602 shares of Nike worth $3.31M as of Q2 2025.
Avantax Advisory Services sold 12,332 Nike shares in Q2 2025, an estimated $740K.
Nike made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #587 holding.
Avantax Advisory Services first reported a position in Nike in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Nike position peaked at $6.14M in Q1 2023.
2,064 funds tracked by Wall St. Rank held Nike as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.