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Marcum Wealth’s Nike NKE Stock Holding History

Marcum Wealth’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 		$766K Buy
12,065
+1,003
+9% +$73.8K 0.07% 142
2024
Q4 		$837K Sell
11,062
-104
-0.9% -$8.17K 0.07% 131
2024
Q3 		$987K Buy
11,166
+20
+0.2% +$1.57K 0.09% 113
2024
Q2 		$840K Sell
11,146
-604
-5% -$56.1K 0.08% 124
2024
Q1 		$1.1M Sell
11,750
-864
-7% -$87.9K 0.11% 93
2023
Q4 		$1.37M Sell
12,614
-573
-4% -$61.6K 0.15% 75
2023
Q3 		$1.26M Buy
13,187
+3,399
+35% +$350K 0.15% 75
2023
Q2 		$1.08M Sell
9,788
-3,657
-27% -$428K 0.13% 86
2023
Q1 		$1.65M Buy
13,445
+3,793
+39% +$466K 0.21% 56
2022
Q4 		$1.13M Sell
9,652
-1,099
-10% -$111K 0.15% 76
2022
Q3 		$894K Buy
10,751
+181
+2% +$19.5K 0.14% 88
2022
Q2 		$1.08M Sell
10,570
-884
-8% -$105K 0.16% 82
2022
Q1 		$1.54M Sell
11,454
-796
-6% -$112K 0.21% 64
2021
Q4 		$2.04M Buy
12,250
+1,578
+15% +$260K 0.28% 43
2021
Q3 		$1.55M Buy
10,672
+81
+0.8% +$13.2K 0.24% 57
2021
Q2 		$1.64M Sell
10,591
-132
-1% -$17.8K 0.27% 43
2021
Q1 		$1.43M Buy
10,723
+3,675
+52% +$511K 0.23% 56
2020
Q4 		$997K Buy
7,048
+3,243
+85% +$430K 0.23% 36
2020
Q3 		$478K Sell
3,805
-41
-1% -$4.4K 0.15% 49
2020
Q2 		$377K Buy
3,846
+79
+2% +$7.29K 0.12% 73
2020
Q1 		$312K Sell
3,767
-17
-0.4% -$1.58K 0.12% 58
2019
Q4 		$383K Buy
+3,784
New +$357K 0.14% 65

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

Marcum Wealth's NKE Position: Q1 2025 in Review

Marcum Wealth increased its Nike (NKE) stake by 9.1% in Q1 2025, buying an estimated $73.8K and bringing the position to 12,065 shares worth $766K. The position accounts for 0.07% of the portfolio, ranked #142.

Marcum Wealth first reported a position in NKE in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.04M in Q4 2021. 2,110 funds tracked by Wall St. Rank hold NKE as of Q1 2025.

  • Marcum Wealth held 12,065 shares of Nike worth $766K as of Q1 2025.
  • Marcum Wealth bought 1,003 Nike shares in Q1 2025, an estimated $73.8K.
  • Nike made up 0.07% of Marcum Wealth's portfolio in Q1 2025, its #142 holding.
  • Marcum Wealth first reported a position in Nike in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Nike position peaked at $2.04M in Q4 2021.
  • 2,110 funds tracked by Wall St. Rank held Nike as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.