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

Heritage Wealth Management (Ohio)’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
2025
Q1 		– Sell
-2,752
Closed -$208K – 236
2024
Q4 		$208K Buy
2,752
+2
+0.1% +$157 0.07% 220
2024
Q3 		$243K Hold
2,750
– – 0.08% 205
2024
Q2 		$207K Buy
+2,750
New +$256K 0.07% 216

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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 (Ohio)'s NKE Position: Q1 2025 in Review

Heritage Wealth Management (Ohio) sold out of Nike (NKE) in Q1 2025, closing a stake of 2,752 shares — an estimated $208K sold.

Heritage Wealth Management (Ohio) first reported a position in NKE in Q2 2024 and held it in 3 quarters. The position peaked at $243K in Q3 2024. 2,110 funds tracked by Wall St. Rank hold NKE as of Q1 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Nike position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 2,752 Nike shares in Q1 2025, an estimated $208K.
  • Heritage Wealth Management (Ohio) first reported a position in Nike in Q2 2024 and held it in 3 quarters.
  • Heritage Wealth Management (Ohio)'s Nike position peaked at $243K in Q3 2024.
  • 2,110 funds tracked by Wall St. Rank held Nike as of Q1 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2025, filed 29 Apr 2025.