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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
Q2 		– Sell
-4,574
Closed -$242K – 430
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Financial Advisory's NKE Position: Q2 2026 in Review

Beacon Financial Advisory sold out of Nike (NKE) in Q2 2026, closing a stake of 4,574 shares — an estimated $242K sold.

Beacon Financial Advisory first reported a position in NKE in Q1 2025 and held it in 5 quarters. The position peaked at $561K in Q3 2025. 1,732 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • Beacon Financial Advisory reported no remaining Nike position as of Q2 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 4,574 Nike shares in Q2 2026, an estimated $242K.
  • Beacon Financial Advisory first reported a position in Nike in Q1 2025 and held it in 5 quarters.
  • Beacon Financial Advisory's Nike position peaked at $561K in Q3 2025.
  • 1,732 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.