Encompass Wealth Advisors’s Nike NKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$390K Sell
7,381
-421
-5% -$25.5K 0.14% 70
2025
Q4
$497K Buy
7,802
+226
+3% +$14.7K 0.17% 59
2025
Q3
$528K Buy
7,576
+1
+0% +$75 0.18% 62
2025
Q2
$538K Sell
7,575
-297
-4% -$17.8K 0.2% 58
2025
Q1
$500K Buy
7,872
+1
+0% +$74 0.2% 61
2024
Q4
$596K Buy
7,871
+1,025
+15% +$80.5K 0.24% 53
2024
Q3
$605K Buy
6,846
+11
+0.2% +$863 0.15% 131
2024
Q2
$515K Buy
6,835
+7
+0.1% +$651 0.14% 133
2024
Q1
$642K Sell
6,828
-1,343
-16% -$137K 0.17% 122
2023
Q4
$887K Buy
8,171
+193
+2% +$20.7K 0.27% 75
2023
Q3
$763K Buy
7,978
+2
+0% +$206 0.25% 80
2023
Q2
$880K Buy
7,976
+2
+0% +$234 0.29% 70
2023
Q1
$978K Hold
7,974
0.33% 59
2022
Q4
$933K Buy
7,974
+204
+3% +$20.5K 0.34% 57
2022
Q3
$646K Buy
7,770
+1,687
+28% +$182K 0.25% 74
2022
Q2
$622K Sell
6,083
-1,649
-21% -$195K 0.22% 83
2022
Q1
$1.04M Buy
7,732
+466
+6% +$65.5K 0.26% 66
2021
Q4
$1.21M Sell
7,266
-950
-12% -$157K 0.29% 62
2021
Q3
$1.19M Buy
8,216
+174
+2% +$28.4K 0.31% 62
2021
Q2
$1.24M Buy
8,042
+6
+0.1% +$807 0.31% 65
2021
Q1
$1.06M Buy
8,036
+215
+3% +$29.9K 0.27% 71
2020
Q4
$1.11M Buy
+7,821
New +$1.04M 0.64% 35

Other funds holding NKE

Encompass Wealth Advisors's NKE Position: Q1 2026 in Review

Encompass Wealth Advisors reduced its Nike (NKE) stake by 5.4% in Q1 2026, selling an estimated $25.5K and leaving 7,381 shares worth $390K. The position accounts for 0.14% of the portfolio, ranked #70.

Encompass Wealth Advisors first reported a position in NKE in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.24M in Q2 2021. 1,909 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Encompass Wealth Advisors held 7,381 shares of Nike worth $390K as of Q1 2026.
  • Encompass Wealth Advisors sold 421 Nike shares in Q1 2026, an estimated $25.5K.
  • Nike made up 0.14% of Encompass Wealth Advisors's portfolio in Q1 2026, its #70 holding.
  • Encompass Wealth Advisors first reported a position in Nike in Q4 2020 and has held it in 22 quarters since.
  • Encompass Wealth Advisors's Nike position peaked at $1.24M in Q2 2021.
  • 1,909 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.