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Heritage Wealth Advisors’s Nike NKE Stock Holding History

Heritage 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
Q1 		$52.7K Buy
997
+85
+9% +$5.15K ﹤0.01% 320
2025
Q4 		$58.1K Hold
912
– – ﹤0.01% 306
2025
Q3 		$63.6K Hold
912
– – ﹤0.01% 284
2025
Q2 		$64.8K Hold
912
– – ﹤0.01% 281
2025
Q1 		$57.9K Sell
912
-157
-15% -$11.6K ﹤0.01% 291
2024
Q4 		$80.9K Sell
1,069
-56
-5% -$4.4K ﹤0.01% 272
2024
Q3 		$99.5K Buy
1,125
+113
+11% +$8.86K ﹤0.01% 265
2024
Q2 		$76.3K Buy
1,012
+525
+108% +$48.8K ﹤0.01% 272
2024
Q1 		$45.8K Hold
487
– – ﹤0.01% 333
2023
Q4 		$52.9K Sell
487
-984
-67% -$106K ﹤0.01% 332
2023
Q3 		$141K Sell
1,471
-40
-3% -$4.11K 0.01% 224
2023
Q2 		$167K Buy
1,511
+40
+3% +$4.68K 0.01% 220
2023
Q1 		$180K Hold
1,471
– – 0.01% 211
2022
Q4 		$172K Hold
1,471
– – 0.01% 225
2022
Q3 		$122K Hold
1,471
– – 0.01% 240
2022
Q2 		$150K Buy
1,471
+15
+1% +$1.77K 0.01% 229
2022
Q1 		$196K Hold
1,456
– – 0.01% 198
2021
Q4 		$243K Sell
1,456
-1
-0.1% -$165 0.01% 191
2021
Q3 		$212K Hold
1,457
– – 0.01% 194
2021
Q2 		$225K Sell
1,457
-4,711
-76% -$634K 0.01% 192
2021
Q1 		$820K Sell
6,168
-10,949
-64% -$1.52M 0.05% 98
2020
Q4 		$2.42M Buy
17,117
+15,948
+1,364% +$2.11M 0.15% 51
2020
Q3 		$147K Hold
1,169
– – 0.02% 169
2020
Q2 		$115K Buy
1,169
+50
+4% +$4.62K 0.02% 192
2020
Q1 		$92.6K Sell
1,119
-40
-3% -$3.72K 0.02% 198
2019
Q4 		$117K Buy
1,159
+40
+4% +$3.77K 0.02% 214
2019
Q3 		$105K Hold
1,119
– – 0.02% 210
2019
Q2 		$94K Buy
1,119
+969
+646% +$81.6K 0.01% 197
2019
Q1 		$12.6K Hold
150
– – ﹤0.01% 348
2018
Q4 		$11K Hold
150
– – ﹤0.01% 306
2018
Q3 		$12K Buy
+150
New +$12K ﹤0.01% 293

Other funds holding NKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Advisors's NKE Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Nike (NKE) stake by 9.3% in Q1 2026, buying an estimated $5.15K and bringing the position to 997 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Heritage Wealth Advisors first reported a position in NKE in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.42M in Q4 2020. 1,910 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Heritage Wealth Advisors held 997 shares of Nike worth $52.7K as of Q1 2026.
  • Heritage Wealth Advisors bought 85 Nike shares in Q1 2026, an estimated $5.15K.
  • Nike made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #320 holding.
  • Heritage Wealth Advisors first reported a position in Nike in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Nike position peaked at $2.42M in Q4 2020.
  • 1,910 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.