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Concord Wealth Partners’s Nike NKE Stock Holding History

Concord Wealth 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
2025
Q3 		– Sell
-99
Closed -$7.03K – 868
2025
Q2 		$7.03K Hold
99
– – ﹤0.01% 588
2025
Q1 		$6.29K Sell
99
-45
-31% -$3.31K ﹤0.01% 558
2024
Q4 		$10.9K Buy
144
+19
+15% +$1.49K ﹤0.01% 519
2024
Q3 		$11.1K Hold
125
– – ﹤0.01% 550
2024
Q2 		$9.42K Hold
125
– – ﹤0.01% 515
2024
Q1 		$11.7K Sell
125
-1,524
-92% -$155K ﹤0.01% 560
2023
Q4 		$179K Sell
1,649
-41
-2% -$4.41K 0.04% 210
2023
Q3 		$162K Buy
1,690
+1,521
+900% +$156K 0.03% 213
2023
Q2 		$18.7K Hold
169
– – ﹤0.01% 515
2023
Q1 		$20.7K Sell
169
-23
-12% -$2.83K 0.01% 490
2022
Q4 		$22.5K Buy
+192
New +$19.3K 0.01% 509
2022
Q3 		– Sell
-797
Closed -$81K – 775
2022
Q2 		$81K Sell
797
-100
-11% -$11.8K 0.02% 290
2022
Q1 		$121K Buy
897
+137
+18% +$19.3K 0.03% 267
2021
Q4 		$127K Buy
760
+649
+585% +$107K 0.03% 272
2021
Q3 		$16K Sell
111
-496
-82% -$80.9K 0.01% 414
2021
Q2 		$94K Sell
607
-254
-30% -$34.2K 0.03% 244
2021
Q1 		$114K Buy
861
+496
+136% +$69K 0.04% 197
2020
Q4 		$52K Buy
+365
New +$48.4K 0.04% 204

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concord Wealth Partners's NKE Position: Q3 2025 in Review

Concord Wealth Partners sold out of Nike (NKE) in Q3 2025, closing a stake of 99 shares — an estimated $7.03K sold.

Concord Wealth Partners first reported a position in NKE in Q4 2020 and held it in 18 quarters. The position peaked at $179K in Q4 2023. 2,056 funds tracked by Wall St. Rank hold NKE as of Q3 2025.

  • Concord Wealth Partners reported no remaining Nike position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 99 Nike shares in Q3 2025, an estimated $7.03K.
  • Concord Wealth Partners first reported a position in Nike in Q4 2020 and held it in 18 quarters.
  • Concord Wealth Partners's Nike position peaked at $179K in Q4 2023.
  • 2,056 funds tracked by Wall St. Rank held Nike as of Q3 2025.

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