HWA
NKE icon

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
Q3 		– Sell
-27,322
Closed -$1.12M – 231
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

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

Heartwood Wealth Advisors's NKE Position: Q3 2026 in Review

Heartwood Wealth Advisors sold out of Nike (NKE) in Q3 2026, closing a stake of 27,322 shares — an estimated $1.12M sold.

Heartwood Wealth Advisors first reported a position in NKE in Q3 2025 and held it in 3 quarters. The position peaked at $1.18M in Q1 2026. 71 funds tracked by Wall St. Rank hold NKE as of Q3 2026.

  • Heartwood Wealth Advisors reported no remaining Nike position as of Q3 2026 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 27,322 Nike shares in Q3 2026, an estimated $1.12M.
  • Heartwood Wealth Advisors first reported a position in Nike in Q3 2025 and held it in 3 quarters.
  • Heartwood Wealth Advisors's Nike position peaked at $1.18M in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Nike as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.