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Everhart Financial Group’s Nike NKE Stock Holding History

Everhart Financial Group’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
Q3 		$204K Buy
+5,767
New +$232K 0.01% 464
2026
Q1 		– Sell
-3,947
Closed -$251K – 482
2025
Q4 		$251K Buy
3,947
+822
+26% +$53.6K 0.02% 364
2025
Q3 		$218K Buy
+3,125
New +$233K 0.02% 367
2025
Q2 		– Sell
-3,607
Closed -$229K – 348
2025
Q1 		$229K Buy
+3,607
New +$266K 0.03% 306
2024
Q4 		– Sell
-2,969
Closed -$262K – 324
2024
Q3 		$262K Buy
2,969
+225
+8% +$17.6K 0.06% 276
2024
Q2 		$207K Buy
2,744
+115
+4% +$10.7K 0.05% 284
2024
Q1 		$247K Buy
2,629
+47
+2% +$4.78K 0.07% 236
2023
Q4 		$280K Buy
2,582
+471
+22% +$50.6K 0.1% 191
2023
Q3 		$202K Sell
2,111
-938
-31% -$96.5K 0.09% 208
2023
Q2 		$337K Buy
3,049
+81
+3% +$9.47K 0.14% 145
2023
Q1 		$364K Buy
2,968
+444
+18% +$54.6K 0.16% 115
2022
Q4 		$295K Buy
+2,524
New +$254K 0.15% 124
2022
Q3 		– Sell
-3,362
Closed -$344K – 214
2022
Q2 		$344K Buy
+3,362
New +$398K 0.21% 110

Other funds holding NKE

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Everhart Financial Group's NKE Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Nike (NKE) in Q3 2026: 5,767 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: Everhart Financial Group previously reported a position in NKE as recently as Q4 2025.

Everhart Financial Group first reported a position in NKE in Q2 2022 and has held it in 13 quarters since. The position peaked at $364K in Q1 2023. 71 funds tracked by Wall St. Rank hold NKE as of Q3 2026.

  • Everhart Financial Group held 5,767 shares of Nike worth $204K as of Q3 2026.
  • Nike was a new Everhart Financial Group position in Q3 2026.
  • Nike made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #464 holding.
  • Everhart Financial Group first reported a position in Nike in Q2 2022 and has held it in 13 quarters since.
  • Everhart Financial Group's Nike position peaked at $364K in Q1 2023.
  • 71 funds tracked by Wall St. Rank held Nike as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.