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Circle Wealth Management’s Nike NKE Stock Holding History

Circle Wealth Management’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 		$29.4M Buy
557,501
+1,280
+0.2% +$77.6K 0.42% 19
2025
Q4 		$35.4M Buy
556,221
+158
+0% +$10.3K 0.55% 16
2025
Q3 		$38.8M Buy
556,063
+491
+0.1% +$36.6K 0.75% 15
2025
Q2 		$39.5M Buy
555,572
+2,526
+0.5% +$152K 0.85% 16
2025
Q1 		$35.1M Buy
553,046
+24
+0% +$1.77K 0.81% 16
2024
Q4 		$41.8M Sell
553,022
-19
-0% -$1.49K 0.89% 15
2024
Q3 		$48.9M Sell
553,041
-877
-0.2% -$68.8K 1.08% 13
2024
Q2 		$41.7M Buy
553,918
+2,603
+0.5% +$242K 0.96% 13
2024
Q1 		$51.8M Buy
551,315
+524
+0.1% +$53.3K 1.28% 11
2023
Q4 		$59.8M Buy
550,791
+55
+0% +$5.91K 1.52% 9
2023
Q3 		$52.7M Buy
550,736
+543,131
+7,142% +$55.9M 1.31% 9
2023
Q2 		$839K Buy
7,605
+51
+0.7% +$5.96K 0.11% 66
2023
Q1 		$926K Buy
7,554
+17
+0.2% +$2.09K 0.13% 56
2022
Q4 		$882K Sell
7,537
-1
-0% -$101 0.14% 56
2022
Q3 		$627K Sell
7,538
-109
-1% -$11.7K 0.1% 73
2022
Q2 		$782K Sell
7,647
-8
-0.1% -$946 0.12% 63
2022
Q1 		$1.03M Buy
7,655
+332
+5% +$46.7K 0.14% 67
2021
Q4 		$1.22M Sell
7,323
-216
-3% -$35.6K 0.16% 59
2021
Q3 		$1.09M Sell
7,539
-43
-0.6% -$7.01K 0.16% 60
2021
Q2 		$1.17M Buy
7,582
+794
+12% +$107K 0.17% 64
2021
Q1 		$902K Sell
6,788
-83
-1% -$11.5K 0.14% 69
2020
Q4 		$972K Buy
6,871
+1,429
+26% +$189K 0.14% 88
2020
Q3 		$683K Buy
5,442
+1,355
+33% +$145K 0.11% 90
2020
Q2 		$401K Buy
4,087
+1,562
+62% +$144K 0.07% 128
2020
Q1 		$209K Sell
2,525
-207
-8% -$19.3K 0.04% 177
2019
Q4 		$277K Buy
+2,732
New +$258K 0.05% 142

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

Circle Wealth Management's NKE Position: Q1 2026 in Review

Circle Wealth Management increased its Nike (NKE) stake by 0.23% in Q1 2026, buying an estimated $77.6K and bringing the position to 557,501 shares worth $29.4M. The position accounts for 0.42% of the portfolio, ranked #19.

Circle Wealth Management first reported a position in NKE in Q4 2019 and has held it in 26 quarters since. The position peaked at $59.8M in Q4 2023. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Circle Wealth Management held 557,501 shares of Nike worth $29.4M as of Q1 2026.
  • Circle Wealth Management bought 1,280 Nike shares in Q1 2026, an estimated $77.6K.
  • Nike made up 0.42% of Circle Wealth Management's portfolio in Q1 2026, its #19 holding.
  • Circle Wealth Management first reported a position in Nike in Q4 2019 and has held it in 26 quarters since.
  • Circle Wealth Management's Nike position peaked at $59.8M in Q4 2023.
  • 1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.