EP 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 | $22.2M | Sell |
419,528
-111,566
| -21% | -$6.76M | 0.11% | 127 |
|
|
2025
Q4 | $33.8M | Buy |
+531,094
| New | +$34.6M | 0.18% | 91 |
|
|
2025
Q2 | $33.4M | Buy |
470,539
+32,447
| +7% | +$1.95M | 0.22% | 78 |
|
|
2025
Q1 | $27.8M | Buy |
438,092
+31,080
| +8% | +$2.29M | 0.22% | 82 |
|
|
2024
Q4 | $30.8M | Buy |
407,012
+11,889
| +3% | +$934K | 0.25% | 75 |
|
|
2024
Q3 | $34.9M | Buy |
395,123
+48,473
| +14% | +$3.8M | 0.3% | 70 |
|
|
2024
Q2 | $26.1M | Buy |
346,650
+95,117
| +38% | +$8.84M | 0.28% | 79 |
|
|
2024
Q1 | $23.6M | Sell |
251,533
-30,948
| -11% | -$3.15M | 0.28% | 80 |
|
|
2023
Q4 | $30.7M | Buy |
282,481
+250,815
| +792% | +$27M | 0.39% | 65 |
|
|
2023
Q3 | $3.03M | Buy |
31,666
+26,466
| +509% | +$2.72M | 0.05% | 198 |
|
|
2023
Q2 | $3.35M | Sell |
5,200
-2,176
| -30% | -$254K | 0.05% | 190 |
|
|
2023
Q1 | $2.55M | Sell |
7,376
-19,616
| -73% | -$2.41M | 0.04% | 208 |
|
|
2022
Q4 | $3.16M | Sell |
26,992
-6,738
| -20% | -$678K | 0.06% | 171 |
|
|
2022
Q3 | $2.8M | Buy |
33,730
+3,561
| +12% | +$383K | 0.06% | 165 |
|
|
2022
Q2 | $3.08M | Buy |
30,169
+2,179
| +8% | +$258K | 0.07% | 153 |
|
|
2022
Q1 | $3.77M | Buy |
27,990
+551
| +2% | +$77.4K | 0.08% | 138 |
|
|
2021
Q4 | $4.57M | Buy |
27,439
+174
| +0.6% | +$28.7K | 0.11% | 111 |
|
|
2021
Q3 | $3.96M | Sell |
27,265
-499
| -2% | -$81.4K | 0.11% | 108 |
|
|
2021
Q2 | $4.29M | Sell |
27,764
-1,098
| -4% | -$148K | 0.12% | 111 |
|
|
2021
Q1 | $3.83M | Sell |
28,862
-194
| -0.7% | -$27K | 0.12% | 114 |
|
|
2020
Q4 | $4.11M | Buy |
29,056
+4,580
| +19% | +$607K | 0.14% | 89 |
|
|
2020
Q3 | $3.07M | Sell |
24,476
-2,726
| -10% | -$293K | 0.13% | 87 |
|
|
2020
Q2 | $2.67M | Sell |
27,202
-4,521
| -14% | -$417K | 0.11% | 98 |
|
|
2020
Q1 | $2.63M | Sell |
31,723
-26,520
| -46% | -$2.47M | 0.13% | 103 |
|
|
2019
Q4 | $5.9M | Sell |
58,243
-2,065
| -3% | -$195K | 0.24% | 79 |
|
|
2019
Q3 | $5.66M | Buy |
60,308
+890
| +1% | +$76.3K | 0.28% | 63 |
|
|
2019
Q2 | $4.99M | Buy |
59,418
+54,875
| +1,208% | +$4.62M | 0.31% | 51 |
|
|
2019
Q1 | $383K | Sell |
4,543
-50
| -1% | -$4.13K | 0.04% | 181 |
|
|
2018
Q4 | $341K | Sell |
4,593
-743
| -14% | -$55.6K | 0.03% | 199 |
|
|
2018
Q3 | $452K | Buy |
5,336
+2,589
| +94% | +$208K | 0.04% | 179 |
|
|
2018
Q2 | $219K | Buy |
+2,747
| New | +$194K | 0.02% | 177 |
|
Other funds holding NKE
VCM
DAM
VPM
EP Wealth Advisors's NKE Position: Q1 2026 in Review
EP Wealth Advisors reduced its Nike (NKE) stake by 21% in Q1 2026, selling an estimated $6.76M and leaving 419,528 shares worth $22.2M. The position accounts for 0.11% of the portfolio, ranked #127.
EP Wealth Advisors first reported a position in NKE in Q2 2018 and has held it in 31 quarters since. The position peaked at $34.9M in Q3 2024. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.
- EP Wealth Advisors held 419,528 shares of Nike worth $22.2M as of Q1 2026.
- EP Wealth Advisors sold 111,566 Nike shares in Q1 2026, an estimated $6.76M.
- Nike made up 0.11% of EP Wealth Advisors's portfolio in Q1 2026, its #127 holding.
- EP Wealth Advisors first reported a position in Nike in Q2 2018 and has held it in 31 quarters since.
- EP Wealth Advisors's Nike position peaked at $34.9M in Q3 2024.
- 1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.