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Compass Planning Associates’s Nike NKE Stock Holding History

Compass Planning Associates’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
Q2 		– Sell
-78
Closed -$4.94K – 127
2025
Q1 		$4.94K Hold
78
– – 0.01% 115
2024
Q4 		$5.89K Buy
+78
New +$6.13K 0.01% 112

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Compass Planning Associates's NKE Position: Q2 2025 in Review

Compass Planning Associates sold out of Nike (NKE) in Q2 2025, closing a stake of 78 shares — an estimated $4.94K sold.

Compass Planning Associates first reported a position in NKE in Q4 2024 and held it in 2 quarters. The position peaked at $5.89K in Q4 2024. 2,064 funds tracked by Wall St. Rank hold NKE as of Q2 2025.

  • Compass Planning Associates reported no remaining Nike position as of Q2 2025 after selling out during the quarter.
  • Compass Planning Associates sold 78 Nike shares in Q2 2025, an estimated $4.94K.
  • Compass Planning Associates first reported a position in Nike in Q4 2024 and held it in 2 quarters.
  • Compass Planning Associates's Nike position peaked at $5.89K in Q4 2024.
  • 2,064 funds tracked by Wall St. Rank held Nike as of Q2 2025.

Based on Compass Planning Associates's 13F filing for Q2 2025, filed 21 Jul 2025.