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Heartwood Wealth Advisors’s Nike NKE Stock Holding History

Heartwood Wealth Advisors’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 		$1.12M Buy
27,322
+4,966
+22% +$218K 0.09% 101
2026
Q1 		$1.18M Buy
+22,356
New +$1.36M 0.1% 88
2025
Q4 		– Sell
-1,052
Closed -$73.4K – 466
2025
Q3 		$73.4K Buy
+1,052
New +$78.4K 0.01% 283

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Heartwood Wealth Advisors's NKE Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Nike (NKE) stake by 22% in Q2 2026, buying an estimated $218K and bringing the position to 27,322 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #101.

Heartwood Wealth Advisors first reported a position in NKE in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 595 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

  • Heartwood Wealth Advisors held 27,322 shares of Nike worth $1.12M as of Q2 2026.
  • Heartwood Wealth Advisors bought 4,966 Nike shares in Q2 2026, an estimated $218K.
  • Nike made up 0.09% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #101 holding.
  • Heartwood Wealth Advisors first reported a position in Nike in Q3 2025 and has held it in 3 quarters since.
  • Heartwood Wealth Advisors's Nike position peaked at $1.18M in Q1 2026.
  • 595 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.