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Beta Wealth Group’s Nike NKE Stock Holding History

Beta Wealth Group’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
Q3 		– Sell
-6,011
Closed -$427K – 125
2025
Q2 		$427K Sell
6,011
-197
-3% -$11.8K 0.16% 81
2025
Q1 		$394K Sell
6,208
-197
-3% -$14.5K 0.14% 78
2024
Q4 		$485K Buy
6,405
+100
+2% +$7.86K 0.21% 79
2024
Q3 		$557K Buy
6,305
+402
+7% +$31.5K 0.25% 69
2024
Q2 		$445K Buy
5,903
+701
+13% +$65.1K 0.21% 76
2024
Q1 		$489K Buy
5,202
+701
+16% +$71.3K 0.24% 67
2023
Q4 		$489K Buy
4,501
+101
+2% +$10.9K 0.26% 61
2023
Q3 		$421K Buy
4,400
+500
+13% +$51.4K 0.25% 71
2023
Q2 		$430K Buy
3,900
+2,100
+117% +$246K 0.25% 68
2023
Q1 		$221K Buy
+1,800
New +$221K 0.13% 96
2022
Q4 		– Sell
-2,900
Closed -$241K – 104
2022
Q3 		$241K Buy
2,900
+900
+45% +$96.9K 0.17% 79
2022
Q2 		$204K Buy
2,000
+100
+5% +$11.8K 0.14% 86
2022
Q1 		$256K Hold
1,900
– – 0.17% 77
2021
Q4 		$276K Hold
1,900
– – 0.2% 51
2021
Q3 		$276K Hold
1,900
– – 0.2% 51
2021
Q2 		$294K Buy
+1,900
New +$256K 0.2% 52

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beta Wealth Group's NKE Position: Q3 2025 in Review

Beta Wealth Group sold out of Nike (NKE) in Q3 2025, closing a stake of 6,011 shares — an estimated $427K sold.

Beta Wealth Group first reported a position in NKE in Q2 2021 and held it in 16 quarters. The position peaked at $557K in Q3 2024. 2,056 funds tracked by Wall St. Rank hold NKE as of Q3 2025.

  • Beta Wealth Group reported no remaining Nike position as of Q3 2025 after selling out during the quarter.
  • Beta Wealth Group sold 6,011 Nike shares in Q3 2025, an estimated $427K.
  • Beta Wealth Group first reported a position in Nike in Q2 2021 and held it in 16 quarters.
  • Beta Wealth Group's Nike position peaked at $557K in Q3 2024.
  • 2,056 funds tracked by Wall St. Rank held Nike as of Q3 2025.

Based on Beta Wealth Group's 13F filing for Q3 2025, filed 7 Nov 2025.