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Mark Sheptoff Financial Planning’s Nike NKE Stock Holding History

Mark Sheptoff Financial Planning’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 		$17.2K Sell
400
-850
-68% -$51.5K 0.01% 286
2025
Q4 		$79.6K Buy
+1,250
New +$81.5K 0.04% 165
2025
Q3 		– Sell
-4
Closed -$284 – 523
2025
Q2 		$284 Hold
4
– – ﹤0.01% 501
2025
Q1 		$254 Hold
4
– – ﹤0.01% 434
2024
Q4 		$303 Sell
4
-250
-98% -$19.6K ﹤0.01% 421
2024
Q3 		$22.5K Hold
254
– – 0.01% 240
2024
Q2 		$19.1K Hold
254
– – 0.01% 257
2024
Q1 		$23.9K Hold
254
– – 0.01% 223
2023
Q4 		$27.6K Hold
254
– – 0.02% 201
2023
Q3 		$24.3K Hold
254
– – 0.02% 198
2023
Q2 		$28K Hold
254
– – 0.02% 202
2023
Q1 		$31.2K Sell
254
-27
-10% -$3.32K 0.02% 182
2022
Q4 		$32.9K Buy
281
+27
+11% +$2.72K 0.02% 179
2022
Q3 		$21K Hold
254
– – 0.01% 204
2022
Q2 		$26K Hold
254
– – 0.01% 201
2022
Q1 		$34K Buy
254
+250
+6,250% +$35.1K 0.02% 202
2021
Q4 		$1K Hold
4
– – ﹤0.01% 444
2021
Q3 		$1K Hold
4
– – ﹤0.01% 385
2021
Q2 		$1K Hold
4
– – ﹤0.01% 404
2021
Q1 		$1K Sell
4
-146
-97% -$20.3K ﹤0.01% 365
2020
Q4 		$21K Buy
+150
New +$19.9K 0.01% 212
2016
Q2 		– Sell
-332
Closed -$20K – 367
2016
Q1 		$20K Hold
332
– – 0.02% 206
2015
Q4 		$21K Buy
332
+300
+938% +$19.4K 0.02% 216
2015
Q3 		$2K Buy
+32
New +$1.81K ﹤0.01% 349

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

Mark Sheptoff Financial Planning's NKE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Nike (NKE) stake by 68% in Q1 2026, selling an estimated $51.5K and leaving 400 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #286.

Mark Sheptoff Financial Planning first reported a position in NKE in Q3 2015 and has held it in 24 quarters since. The position peaked at $79.6K in Q4 2025. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Mark Sheptoff Financial Planning held 400 shares of Nike worth $17.2K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 850 Nike shares in Q1 2026, an estimated $51.5K.
  • Nike made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #286 holding.
  • Mark Sheptoff Financial Planning first reported a position in Nike in Q3 2015 and has held it in 24 quarters since.
  • Mark Sheptoff Financial Planning's Nike position peaked at $79.6K in Q4 2025.
  • 1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.