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Marshall & Sterling Wealth Advisors’s Nike NKE Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-24
Closed -$1.67K – 529
2025
Q3 		$1.67K Hold
24
– – ﹤0.01% 564
2025
Q2 		$1.71K Sell
24
-87
-78% -$5.22K ﹤0.01% 551
2025
Q1 		$7.05K Buy
+111
New +$8.17K ﹤0.01% 392

Other funds holding NKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's NKE Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Nike (NKE) in Q4 2025, closing a stake of 24 shares — an estimated $1.67K sold.

Marshall & Sterling Wealth Advisors first reported a position in NKE in Q1 2025 and held it in 3 quarters. The position peaked at $7.05K in Q1 2025. 2,065 funds tracked by Wall St. Rank hold NKE as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Nike position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 24 Nike shares in Q4 2025, an estimated $1.67K.
  • Marshall & Sterling Wealth Advisors first reported a position in Nike in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Nike position peaked at $7.05K in Q1 2025.
  • 2,065 funds tracked by Wall St. Rank held Nike as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.