Burt Wealth Advisors’s Nike NKE Stock Holding History

Burt Wealth Advisors’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	$342K	Hold	4,901	–	–	0.08%	92
2025 Q2	$348K	Hold	4,901	–	–	0.08%	90
2025 Q1	$311K	Hold	4,901	–	–	0.08%	87
2024 Q4	$371K	Sell	4,901 -84	-2%	-$6.6K	0.09%	79
2024 Q3	$441K	Hold	4,985	–	–	0.11%	66
2024 Q2	$376K	Sell	4,985 -65	-1%	-$6.04K	0.1%	72
2024 Q1	$475K	Buy	5,050 +65	+1%	+$6.61K	0.12%	68
2023 Q4	$541K	Hold	4,985	–	–	0.15%	55
2023 Q3	$477K	Hold	4,985	–	–	0.15%	56
2023 Q2	$550K	Sell	4,985 -11	-0.2%	-$1.29K	0.17%	51
2023 Q1	$613K	Buy	4,996 +11	+0.2%	+$1.35K	0.19%	46
2022 Q4	$583K	Hold	4,985	–	–	0.2%	49
2022 Q3	$414K	Hold	4,985	–	–	0.17%	48
2022 Q2	$509K	Hold	4,985	–	–	0.18%	45
2022 Q1	$671K	Hold	4,985	–	–	0.2%	41
2021 Q4	$831K	Hold	4,985	–	–	0.27%	35
2021 Q3	$724K	Hold	4,985	–	–	0.23%	38
2021 Q2	$770K	Hold	4,985	–	–	0.28%	32
2021 Q1	$662K	Hold	4,985	–	–	0.24%	35
2020 Q4	$705K	Buy	4,985 +6	+0.1%	+$795	0.24%	32
2020 Q3	$625K	Buy	4,979 +12	+0.2%	+$1.29K	0.23%	34
2020 Q2	$487K	Hold	4,967	–	–	0.2%	40
2020 Q1	$411K	Sell	4,967 -9,567	-66%	-$890K	0.18%	44
2019 Q4	$1.47M	Hold	14,534	–	–	0.57%	22
2019 Q3	$1.36M	Hold	14,534	–	–	0.56%	20
2019 Q2	$1.22M	Hold	14,534	–	–	0.53%	19
2019 Q1	$1.22M	Hold	14,534	–	–	0.55%	18
2018 Q4	$1.08M	Hold	14,534	–	–	0.51%	27
2018 Q3	$1.23M	Buy	14,534 +34	+0.2%	+$2.73K	0.56%	17
2018 Q2	$1.16M	Hold	14,500	–	–	0.55%	16
2018 Q1	$963K	Sell	14,500 -95	-0.7%	-$6.27K	0.49%	19
2017 Q4	$913K	Sell	14,595 -33	-0.2%	-$1.9K	0.57%	17
2017 Q3	$758K	Hold	14,628	–	–	0.5%	19
2017 Q2	$863K	Sell	14,628 -279	-2%	-$15.1K	0.6%	17
2017 Q1	$831K	Sell	14,907 -130	-0.9%	-$7.18K	0.6%	18
2016 Q4	$764K	Hold	15,037	–	–	0.68%	21
2016 Q3	$791K	Sell	15,037 -89	-0.6%	-$5.02K	0.84%	15
2016 Q2	$834K	Hold	15,126	–	–	0.93%	13
2016 Q1	$930K	Hold	15,126	–	–	0.85%	13
2015 Q4	$945K	Buy	15,126 +50	+0.3%	+$3.23K	0.76%	22
2015 Q3	$926K	Sell	15,076 -664	-4%	-$37.6K	1.15%	14
2015 Q2	$851K	Hold	15,740	–	–	0.93%	17
2015 Q1	$790K	Hold	15,740	–	–	0.8%	14
2014 Q4	$757K	Buy	+15,740	New	+$738K	0.8%	17

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Burt Wealth Advisors's NKE Position: Q3 2025 in Review

Burt Wealth Advisors held its Nike (NKE) position steady in Q3 2025 at 4,901 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #92.

Burt Wealth Advisors first reported a position in NKE in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.47M in Q4 2019. 2,056 funds tracked by Wall St. Rank hold NKE as of Q3 2025.

Burt Wealth Advisors held 4,901 shares of Nike worth $342K as of Q3 2025.
Burt Wealth Advisors left its Nike share count unchanged in Q3 2025.
Nike made up 0.08% of Burt Wealth Advisors's portfolio in Q3 2025, its #92 holding.
Burt Wealth Advisors first reported a position in Nike in Q4 2014 and has held it in 44 quarters since.
Burt Wealth Advisors's Nike position peaked at $1.47M in Q4 2019.
2,056 funds tracked by Wall St. Rank held Nike as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.