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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
Q2 		$22.7M Sell
552,188
-5,313
-1% -$234K 0.28% 27
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 $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 $3.38T AUM 44.17% 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

Circle Wealth Management's NKE Position: Q2 2026 in Review

Circle Wealth Management reduced its Nike (NKE) stake by 0.95% in Q2 2026, selling an estimated $234K and leaving 552,188 shares worth $22.7M. The position accounts for 0.28% of the portfolio, ranked #27.

Circle Wealth Management first reported a position in NKE in Q4 2019 and has held it in 27 quarters since. The position peaked at $59.8M in Q4 2023. 1,739 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • Circle Wealth Management held 552,188 shares of Nike worth $22.7M as of Q2 2026.
  • Circle Wealth Management sold 5,313 Nike shares in Q2 2026, an estimated $234K.
  • Nike made up 0.28% of Circle Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Circle Wealth Management first reported a position in Nike in Q4 2019 and has held it in 27 quarters since.
  • Circle Wealth Management's Nike position peaked at $59.8M in Q4 2023.
  • 1,739 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.