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Martel Wealth Advisors’s Nike NKE Stock Holding History

Martel 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
Q1 		– Sell
-2,704
Closed -$205K – 70
2024
Q4 		$205K Sell
2,704
-65
-2% -$5.11K 0.04% 69
2024
Q3 		$228K Sell
2,769
-387
-12% -$30.4K 0.05% 48
2024
Q2 		$238K Sell
3,156
-9
-0.3% -$836 0.05% 47
2024
Q1 		$297K Sell
3,165
-28
-0.9% -$2.85K 0.06% 38
2023
Q4 		$347K Sell
3,193
-21
-0.7% -$2.26K 0.08% 38
2023
Q3 		$307K Sell
3,214
-208
-6% -$21.4K 0.08% 39
2023
Q2 		$378K Sell
3,422
-62
-2% -$7.25K 0.09% 40
2023
Q1 		$427K Sell
3,484
-139
-4% -$17.1K 0.11% 33
2022
Q4 		$424K Buy
3,623
+863
+31% +$86.9K 0.11% 36
2022
Q3 		$229K Hold
2,760
– – 0.07% 45
2022
Q2 		$282K Buy
2,760
+380
+16% +$44.9K 0.08% 42
2022
Q1 		$320K Sell
2,380
-12
-0.5% -$1.69K 0.08% 41
2021
Q4 		$399K Sell
2,392
-116
-5% -$19.1K 0.09% 38
2021
Q3 		$364K Sell
2,508
-189
-7% -$30.8K 0.09% 38
2021
Q2 		$417K Hold
2,697
– – 0.1% 38
2021
Q1 		$358K Sell
2,697
-343
-11% -$47.7K 0.1% 38
2020
Q4 		$430K Sell
3,040
-35
-1% -$4.64K 0.12% 35
2020
Q3 		$386K Hold
3,075
– – 0.13% 33
2020
Q2 		$302K Buy
3,075
+120
+4% +$11.1K 0.1% 37
2020
Q1 		$244K Sell
2,955
-510
-15% -$47.4K 0.1% 35
2019
Q4 		$351K Sell
3,465
-46
-1% -$4.34K 0.12% 33
2019
Q3 		$330K Sell
3,511
-238
-6% -$20.4K 0.12% 32
2019
Q2 		$315K Sell
3,749
-218
-5% -$18.3K 0.11% 32
2019
Q1 		$334K Sell
3,967
-1,000
-20% -$82.5K 0.13% 32
2018
Q4 		$368K Sell
4,967
-210
-4% -$15.7K 0.15% 31
2018
Q3 		$439K Buy
+5,177
New +$416K 0.17% 28

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

Martel Wealth Advisors's NKE Position: Q1 2025 in Review

Martel Wealth Advisors sold out of Nike (NKE) in Q1 2025, closing a stake of 2,704 shares — an estimated $205K sold.

Martel Wealth Advisors first reported a position in NKE in Q3 2018 and held it in 26 quarters. The position peaked at $439K in Q3 2018. 2,109 funds tracked by Wall St. Rank hold NKE as of Q1 2025.

  • Martel Wealth Advisors reported no remaining Nike position as of Q1 2025 after selling out during the quarter.
  • Martel Wealth Advisors sold 2,704 Nike shares in Q1 2025, an estimated $205K.
  • Martel Wealth Advisors first reported a position in Nike in Q3 2018 and held it in 26 quarters.
  • Martel Wealth Advisors's Nike position peaked at $439K in Q3 2018.
  • 2,109 funds tracked by Wall St. Rank held Nike as of Q1 2025.

Based on Martel Wealth Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.