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Cascade Financial Partners’s Nike NKE Stock Holding History

Cascade Financial Partners’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 		– Sell
-3,473
Closed -$221K – 278
2025
Q4 		$221K Sell
3,473
-135
-4% -$8.8K 0.02% 247
2025
Q3 		$252K Sell
3,608
-100
-3% -$7.45K 0.03% 226
2025
Q2 		$263K Buy
+3,708
New +$223K 0.03% 220
2025
Q1 		– Sell
-3,108
Closed -$235K – 252
2024
Q4 		$235K Buy
+3,108
New +$244K 0.03% 220

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

Cascade Financial Partners's NKE Position: Q1 2026 in Review

Cascade Financial Partners sold out of Nike (NKE) in Q1 2026, closing a stake of 3,473 shares — an estimated $221K sold.

Cascade Financial Partners first reported a position in NKE in Q4 2024 and held it in 4 quarters. The position peaked at $263K in Q2 2025. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Cascade Financial Partners reported no remaining Nike position as of Q1 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 3,473 Nike shares in Q1 2026, an estimated $221K.
  • Cascade Financial Partners first reported a position in Nike in Q4 2024 and held it in 4 quarters.
  • Cascade Financial Partners's Nike position peaked at $263K in Q2 2025.
  • 1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.