Morningstar Investment Management’s Nike NKE Stock Holding History

Morningstar Investment Management’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 Q2	$5.45M	Hold	103,110	–	–	0.34%	62
2026 Q1	$5.45M	Sell	103,110 -48,855	-32%	-$2.96M	0.34%	62
2025 Q4	$9.68M	Sell	151,965 -6,073	-4%	-$396K	0.57%	31
2025 Q3	$11M	Buy	158,038 +148,417	+1,543%	+$11.1M	0.41%	48
2025 Q2	$683K	Buy	+9,621	New	+$578K	0.06%	93
2025 Q1	–	Sell	-4,369	Closed	-$331K	–	169
2024 Q4	$331K	Hold	4,369	–	–	0.03%	152
2024 Q3	$357K	Buy	4,369 +914	+26%	+$71.7K	0.04%	154
2024 Q2	$260K	Hold	3,455	–	–	0.03%	164
2024 Q1	$325K	Hold	3,455	–	–	0.04%	153
2023 Q4	$375K	Buy	+3,455	New	+$371K	0.04%	140

Other funds holding NKE

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Morningstar Investment Management's NKE Position: Q2 2026 in Review

Morningstar Investment Management held its Nike (NKE) position steady in Q2 2026 at 103,110 shares worth $5.45M. The position accounts for 0.34% of the portfolio, ranked #62.

Morningstar Investment Management first reported a position in NKE in Q4 2023 and has held it in 10 quarters since. The position peaked at $11M in Q3 2025. 888 funds tracked by Wall St. Rank hold NKE as of Q2 2026.

Morningstar Investment Management held 103,110 shares of Nike worth $5.45M as of Q2 2026.
Morningstar Investment Management left its Nike share count unchanged in Q2 2026.
Nike made up 0.34% of Morningstar Investment Management's portfolio in Q2 2026, its #62 holding.
Morningstar Investment Management first reported a position in Nike in Q4 2023 and has held it in 10 quarters since.
Morningstar Investment Management's Nike position peaked at $11M in Q3 2025.
888 funds tracked by Wall St. Rank held Nike as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.