HWMC
NKE icon

Heritage Wealth Management (California)’s Nike NKE Stock Holding History

Heritage Wealth Management (California)’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 		– Sell
-3,416
Closed -$218K – 98
2025
Q4 		$218K Sell
3,416
-238
-7% -$15.5K 0.14% 84
2025
Q3 		$255K Buy
3,654
+33
+0.9% +$2.46K 0.17% 78
2025
Q2 		$257K Sell
3,621
-588
-14% -$35.3K 0.17% 75
2025
Q1 		$267K Sell
4,209
-74
-2% -$5.45K 0.2% 69
2024
Q4 		$324K Buy
4,283
+611
+17% +$48K 0.23% 62
2024
Q3 		$325K Sell
3,672
-15
-0.4% -$1.18K 0.23% 65
2024
Q2 		$278K Sell
3,687
-115
-3% -$10.7K 0.2% 67
2024
Q1 		$357K Buy
3,802
+210
+6% +$21.4K 0.27% 58
2023
Q4 		$390K Buy
+3,592
New +$386K 0.31% 52

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 Management (California)'s NKE Position: Q1 2026 in Review

Heritage Wealth Management (California) sold out of Nike (NKE) in Q1 2026, closing a stake of 3,416 shares — an estimated $218K sold.

Heritage Wealth Management (California) first reported a position in NKE in Q4 2023 and held it in 9 quarters. The position peaked at $390K in Q4 2023. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Heritage Wealth Management (California) reported no remaining Nike position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (California) sold 3,416 Nike shares in Q1 2026, an estimated $218K.
  • Heritage Wealth Management (California) first reported a position in Nike in Q4 2023 and held it in 9 quarters.
  • Heritage Wealth Management (California)'s Nike position peaked at $390K in Q4 2023.
  • 1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q1 2026, filed 11 May 2026.