Avantax Planning Partners’s Nike NKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $295K | Buy |
7,196
+1,899
| +36% | +$83.5K | 0.01% | 373 |
|
|
2026
Q1 | $280K | Sell |
5,297
-1,343
| -20% | -$81.4K | 0.01% | 364 |
|
|
2025
Q4 | $423K | Sell |
6,640
-4
| -0.1% | -$261 | 0.01% | 302 |
|
|
2025
Q3 | $463K | Buy |
6,644
+324
| +5% | +$24.1K | 0.01% | 281 |
|
|
2025
Q2 | $449K | Sell |
6,320
-437
| -6% | -$26.2K | 0.01% | 282 |
|
|
2025
Q1 | $429K | Buy |
6,757
+272
| +4% | +$20K | 0.02% | 283 |
|
|
2024
Q4 | $491K | Sell |
6,485
-598
| -8% | -$47K | 0.02% | 261 |
|
|
2024
Q3 | $626K | Sell |
7,083
-817
| -10% | -$64.1K | 0.02% | 225 |
|
|
2024
Q2 | $595K | Sell |
7,900
-48
| -0.6% | -$4.46K | 0.02% | 264 |
|
|
2024
Q1 | $747K | Buy |
7,948
+1,696
| +27% | +$173K | 0.02% | 235 |
|
|
2023
Q4 | $679K | Sell |
6,252
-59
| -0.9% | -$6.34K | 0.03% | 205 |
|
|
2023
Q3 | $603K | Sell |
6,311
-353
| -5% | -$36.3K | 0.03% | 210 |
|
|
2023
Q2 | $736K | Buy |
6,664
+44
| +0.7% | +$5.15K | 0.03% | 197 |
|
|
2023
Q1 | $812K | Sell |
6,620
-2,994
| -31% | -$368K | 0.03% | 191 |
|
|
2022
Q4 | $1.12M | Buy |
9,614
+141
| +1% | +$14.2K | 0.04% | 152 |
|
|
2022
Q3 | $787K | Sell |
9,473
-6,143
| -39% | -$661K | 0.04% | 173 |
|
|
2022
Q2 | $1.6M | Buy |
15,616
+3,340
| +27% | +$395K | 0.07% | 116 |
|
|
2022
Q1 | $1.65M | Buy |
12,276
+467
| +4% | +$65.6K | 0.07% | 115 |
|
|
2021
Q4 | $1.97M | Buy |
11,809
+631
| +6% | +$104K | 0.08% | 104 |
|
|
2021
Q3 | $1.62M | Buy |
11,178
+118
| +1% | +$19.2K | 0.07% | 105 |
|
|
2021
Q2 | $1.71M | Sell |
11,060
-1,154
| -9% | -$155K | 0.08% | 100 |
|
|
2021
Q1 | $1.62M | Sell |
12,214
-912
| -7% | -$127K | 0.08% | 98 |
|
|
2020
Q4 | $1.86M | Sell |
13,126
-4,026
| -23% | -$533K | 0.1% | 89 |
|
|
2020
Q3 | $2.15M | Sell |
17,152
-531
| -3% | -$57K | 0.11% | 77 |
|
|
2020
Q2 | $1.73M | Buy |
17,683
+1,708
| +11% | +$158K | 0.1% | 91 |
|
|
2020
Q1 | $1.32M | Buy |
15,975
+2,546
| +19% | +$237K | 0.09% | 90 |
|
|
2019
Q4 | $1.36M | Sell |
13,429
-20
| -0.1% | -$1.89K | 0.08% | 92 |
|
|
2019
Q3 | $1.26M | Buy |
13,449
+657
| +5% | +$56.3K | 0.08% | 95 |
|
|
2019
Q2 | $1.13M | Buy |
12,792
+32
| +0.3% | +$2.69K | 0.07% | 96 |
|
|
2019
Q1 | $1.07M | Buy |
12,760
+26
| +0.2% | +$2.15K | 0.07% | 99 |
|
|
2018
Q4 | $944K | Buy |
12,734
+893
| +8% | +$66.8K | 0.07% | 98 |
|
|
2018
Q3 | $1M | Sell |
11,841
-943
| -7% | -$75.7K | 0.08% | 78 |
|
|
2018
Q2 | $1.02M | Buy |
12,784
+2,921
| +30% | +$206K | 0.09% | 78 |
|
|
2018
Q1 | $655K | Buy |
9,863
+1,987
| +25% | +$131K | 0.06% | 144 |
|
|
2017
Q4 | $493K | Sell |
7,876
-2,906
| -27% | -$167K | 0.05% | 171 |
|
|
2017
Q3 | $559K | Buy |
10,782
+1,035
| +11% | +$58.1K | 0.04% | 190 |
|
|
2017
Q2 | $575K | Buy |
9,747
+1,162
| +14% | +$62.7K | 0.05% | 176 |
|
|
2017
Q1 | $478K | Buy |
8,585
+173
| +2% | +$9.56K | 0.04% | 184 |
|
|
2016
Q4 | $428K | Buy |
+8,412
| New | +$432K | 0.05% | 181 |
|
Other funds holding NKE
Avantax Planning Partners's NKE Position: Q2 2026 in Review
Avantax Planning Partners increased its Nike (NKE) stake by 36% in Q2 2026, buying an estimated $83.5K and bringing the position to 7,196 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #373.
Avantax Planning Partners first reported a position in NKE in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.15M in Q3 2020. 1,727 funds tracked by Wall St. Rank hold NKE as of Q2 2026.
- Avantax Planning Partners held 7,196 shares of Nike worth $295K as of Q2 2026.
- Avantax Planning Partners bought 1,899 Nike shares in Q2 2026, an estimated $83.5K.
- Nike made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #373 holding.
- Avantax Planning Partners first reported a position in Nike in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Nike position peaked at $2.15M in Q3 2020.
- 1,727 funds tracked by Wall St. Rank held Nike as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.