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Moneta Group Investment Advisors’s Nike NKE Stock Holding History

Moneta Group Investment 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
2026
Q1 		$819K Sell
15,504
-60
-0.4% -$3.64K 0.01% 393
2025
Q4 		$992K Sell
15,564
-570
-4% -$37.2K 0.01% 364
2025
Q3 		$1.13M Sell
16,134
-1,305
-7% -$97.3K 0.01% 335
2025
Q2 		$1.24M Sell
17,439
-132
-0.8% -$7.92K 0.01% 280
2025
Q1 		$1.12M Buy
17,571
+423
+2% +$31.1K 0.02% 276
2024
Q4 		$1.3M Buy
17,148
+36
+0.2% +$2.83K 0.02% 254
2024
Q3 		$1.51M Sell
17,112
-454
-3% -$35.6K 0.02% 231
2024
Q2 		$1.32M Sell
17,566
-907
-5% -$84.3K 0.02% 236
2024
Q1 		$1.74M Buy
18,473
+1,726
+10% +$176K 0.03% 200
2023
Q4 		$1.82M Buy
16,747
+225
+1% +$24.2K 0.04% 182
2023
Q3 		$1.58M Sell
16,522
-1,300
-7% -$134K 0.04% 182
2023
Q2 		$1.97M Buy
17,822
+1,568
+10% +$183K 0.04% 166
2023
Q1 		$1.99M Buy
16,254
+1,514
+10% +$186K 0.05% 159
2022
Q4 		$1.88M Buy
14,740
+2,709
+23% +$273K 0.05% 154
2022
Q3 		$1M Sell
12,031
-767
-6% -$82.6K 0.04% 187
2022
Q2 		$1.31M Buy
12,798
+6,243
+95% +$738K 0.04% 178
2022
Q1 		$882K Buy
6,555
+747
+13% +$105K 0.03% 219
2021
Q4 		$968K Sell
5,808
-341
-6% -$56.2K 0.04% 211
2021
Q3 		$893K Buy
6,149
+666
+12% +$109K 0.04% 207
2021
Q2 		$847K Sell
5,483
-371
-6% -$49.9K 0.04% 216
2021
Q1 		$778K Buy
5,854
+2,921
+100% +$406K 0.04% 200
2020
Q4 		$415K Buy
2,933
+838
+40% +$111K 0.03% 214
2020
Q3 		$263K Buy
+2,095
New +$225K 0.02% 232
2018
Q3 		– Sell
-12,858
Closed -$1.02M – 319
2018
Q2 		$1.02M Buy
12,858
+12,804
+23,711% +$902K 0.11% 108
2018
Q1 		$4K Buy
54
+31
+135% +$2.05K ﹤0.01% 533
2017
Q4 		$1K Buy
+23
New +$1.32K ﹤0.01% 427

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

Moneta Group Investment Advisors's NKE Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Nike (NKE) stake by 0.39% in Q1 2026, selling an estimated $3.64K and leaving 15,504 shares worth $819K. The position accounts for 0.01% of the portfolio, ranked #393.

Moneta Group Investment Advisors first reported a position in NKE in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.99M in Q1 2023. 1,912 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Moneta Group Investment Advisors held 15,504 shares of Nike worth $819K as of Q1 2026.
  • Moneta Group Investment Advisors sold 60 Nike shares in Q1 2026, an estimated $3.64K.
  • Nike made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #393 holding.
  • Moneta Group Investment Advisors first reported a position in Nike in Q4 2017 and has held it in 26 quarters since.
  • Moneta Group Investment Advisors's Nike position peaked at $1.99M in Q1 2023.
  • 1,912 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.