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Beacon Financial Advisory’s Nike NKE Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		$242K Sell
4,574
-11
-0.2% -$667 0.05% 354
2025
Q4 		$292K Sell
4,585
-3,458
-43% -$225K 0.07% 298
2025
Q3 		$561K Buy
8,043
+348
+5% +$25.9K 0.13% 190
2025
Q2 		$547K Buy
7,695
+3,815
+98% +$229K 0.14% 185
2025
Q1 		$246K Buy
+3,880
New +$286K 0.07% 282

Other funds holding NKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Financial Advisory's NKE Position: Q1 2026 in Review

Beacon Financial Advisory reduced its Nike (NKE) stake by 0.24% in Q1 2026, selling an estimated $667 and leaving 4,574 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #354.

Beacon Financial Advisory first reported a position in NKE in Q1 2025 and has held it in 5 quarters since. The position peaked at $561K in Q3 2025. 1,912 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Beacon Financial Advisory held 4,574 shares of Nike worth $242K as of Q1 2026.
  • Beacon Financial Advisory sold 11 Nike shares in Q1 2026, an estimated $667.
  • Nike made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #354 holding.
  • Beacon Financial Advisory first reported a position in Nike in Q1 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's Nike position peaked at $561K in Q3 2025.
  • 1,912 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.