Financial Perspectives’s Nike NKE Stock Holding History

Financial Perspectives’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	$120K	Buy	3,397 +2,753	+427%	+$111K	0.03%	232
2026 Q2	$26.4K	Buy	644 +3	+0.5%	+$132	0.01%	422
2026 Q1	$33.9K	Buy	641 +2	+0.3%	+$121	0.01%	371
2025 Q4	$40.7K	Buy	639 +1	+0.2%	+$65	0.01%	339
2025 Q3	$44.5K	Buy	638 +2	+0.3%	+$149	0.01%	328
2025 Q2	$45.2K	Buy	636 +2	+0.3%	+$120	0.01%	323
2025 Q1	$40.3K	Buy	634 +1	+0.2%	+$74	0.01%	322
2024 Q4	$47.9K	Buy	633 +1	+0.2%	+$79	0.02%	306
2024 Q3	$55.9K	Buy	632 +2	+0.3%	+$157	0.02%	272
2024 Q2	$47.5K	Buy	630 +1	+0.2%	+$93	0.02%	281
2024 Q1	$59.2K	Sell	629 -253	-29%	-$25.7K	0.02%	260
2023 Q4	$95.8K	Buy	882 +4	+0.5%	+$430	0.04%	205
2023 Q3	$84K	Hold	878	–	–	0.04%	203
2023 Q2	$96.9K	Buy	878 +1	+0.1%	+$117	0.04%	195
2023 Q1	$108K	Hold	877	–	–	0.05%	177
2022 Q4	$103K	Buy	877 +2	+0.2%	+$201	0.05%	174
2022 Q3	$72.7K	Buy	875 +1	+0.1%	+$108	0.04%	202
2022 Q2	$89.4K	Hold	874	–	–	0.05%	179
2022 Q1	$118K	Hold	874	–	–	0.05%	170
2021 Q4	$146K	Buy	874 +1	+0.1%	+$165	0.07%	145
2021 Q3	$127K	Buy	873 +1	+0.1%	+$163	0.06%	155
2021 Q2	$135K	Hold	872	–	–	0.07%	157
2021 Q1	$116K	Hold	872	–	–	0.06%	165
2020 Q4	$123K	Buy	872 +1	+0.1%	+$132	0.07%	153
2020 Q3	$109K	Buy	871 +1	+0.1%	+$107	0.07%	148
2020 Q2	$85.3K	Buy	870 +1	+0.1%	+$92	0.06%	150
2020 Q1	$71.9K	Hold	869	–	–	0.06%	143
2019 Q4	$88K	Buy	+869	New	+$81.9K	0.06%	130

Other funds holding NKE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Financial Perspectives's NKE Position: Q3 2026 in Review

Financial Perspectives increased its Nike (NKE) stake by 427% in Q3 2026, buying an estimated $111K and bringing the position to 3,397 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #232.

Financial Perspectives first reported a position in NKE in Q4 2019 and has held it in 28 quarters since. The position peaked at $146K in Q4 2021. 1,035 funds tracked by Wall St. Rank hold NKE as of Q3 2026.

Financial Perspectives held 3,397 shares of Nike worth $120K as of Q3 2026.
Financial Perspectives bought 2,753 Nike shares in Q3 2026, an estimated $111K.
Nike made up 0.03% of Financial Perspectives's portfolio in Q3 2026, its #232 holding.
Financial Perspectives first reported a position in Nike in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's Nike position peaked at $146K in Q4 2021.
1,035 funds tracked by Wall St. Rank held Nike as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.