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GoalVest Advisory’s Nike NKE Stock Holding History

GoalVest Advisory’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
Q2 		$3.98K Buy
+97
New +$4.27K ﹤0.01% 398
2026
Q1 		– Sell
-270
Closed -$17.2K – 515
2025
Q4 		$17.2K Buy
+270
New +$17.6K ﹤0.01% 371
2025
Q2 		– Sell
-5
Closed -$317 – 481
2025
Q1 		$317 Buy
+5
New +$368 ﹤0.01% 403
2024
Q2 		– Sell
-16
Closed -$1.5K – 381
2024
Q1 		$1.5K Sell
16
-88
-85% -$8.95K ﹤0.01% 377
2023
Q4 		$11.3K Hold
104
– – 0.01% 245
2023
Q3 		$9.94K Hold
104
– – 0.01% 288
2023
Q2 		$11.5K Buy
+104
New +$12.2K 0.01% 242
2023
Q1 		– Sell
-277
Closed -$32.4K – 284
2022
Q4 		$32.4K Sell
277
-11
-4% -$1.11K 0.02% 128
2022
Q3 		$24K Sell
288
-176
-38% -$18.9K 0.02% 144
2022
Q2 		$48K Sell
464
-2,457
-84% -$291K 0.03% 167
2022
Q1 		$393K Buy
+2,921
New +$410K 0.22% 96
2021
Q2 		$671K Buy
+4,345
New +$585K 0.42% 68

Other funds holding NKE

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

GoalVest Advisory's NKE Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Nike (NKE) in Q2 2026: 97 shares worth $3.98K. The stake represents ﹤0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in NKE as recently as Q4 2025.

GoalVest Advisory first reported a position in NKE in Q2 2021 and has held it in 12 quarters since. The position peaked at $671K in Q2 2021. 488 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • GoalVest Advisory held 97 shares of Nike worth $3.98K as of Q2 2026.
  • Nike was a new GoalVest Advisory position in Q2 2026.
  • Nike made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #398 holding.
  • GoalVest Advisory first reported a position in Nike in Q2 2021 and has held it in 12 quarters since.
  • GoalVest Advisory's Nike position peaked at $671K in Q2 2021.
  • 488 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.