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Mount Yale Investment Advisors’s Nike NKE Stock Holding History

Mount Yale 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 		$4.14M Buy
78,190
+66,431
+565% +$4.03M 0.1% 213
2025
Q4 		$754K Sell
11,759
-652
-5% -$42.5K 0.04% 372
2025
Q3 		$868K Sell
12,411
-32,005
-72% -$2.39M 0.06% 307
2025
Q2 		$3.16M Buy
44,416
+807
+2% +$48.4K 0.25% 81
2025
Q1 		$2.77M Buy
43,609
+13,482
+45% +$992K 0.24% 92
2024
Q4 		$2.28M Sell
30,127
-28,830
-49% -$2.26M 0.18% 111
2024
Q3 		$5.21M Buy
58,957
+50,008
+559% +$3.92M 0.5% 39
2024
Q2 		$674K Buy
+8,949
New +$832K 0.05% 285
2024
Q1 		– Sell
-2,056
Closed -$223K – 552
2023
Q4 		$223K Sell
2,056
-78
-4% -$8.38K 0.02% 463
2023
Q3 		$204K Sell
2,134
-1,096
-34% -$113K 0.02% 471
2023
Q2 		$356K Buy
3,230
+1,002
+45% +$117K 0.04% 360
2023
Q1 		$273K Buy
+2,228
New +$274K 0.03% 404
2022
Q3 		– Sell
-3,185
Closed -$326K – 467
2022
Q2 		$326K Sell
3,185
-1,491
-32% -$176K 0.04% 341
2022
Q1 		$629K Buy
4,676
+1,621
+53% +$228K 0.07% 271
2021
Q4 		$509K Sell
3,055
-1,630
-35% -$269K 0.05% 290
2021
Q3 		$680K Buy
4,685
+821
+21% +$134K 0.08% 234
2021
Q2 		$597K Sell
3,864
-1,087
-22% -$146K 0.07% 245
2021
Q1 		$658K Buy
+4,951
New +$688K 0.09% 230
2018
Q4 		– Sell
-354
Closed -$28K – 609
2018
Q3 		$28K Hold
354
– – ﹤0.01% 716
2018
Q2 		$28K Buy
354
+240
+211% +$16.9K 0.01% 730
2018
Q1 		$8K Buy
+114
New +$7.52K ﹤0.01% 878

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

Mount Yale Investment Advisors's NKE Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Nike (NKE) stake by 565% in Q1 2026, buying an estimated $4.03M and bringing the position to 78,190 shares worth $4.14M. The position accounts for 0.1% of the portfolio, ranked #213.

Mount Yale Investment Advisors first reported a position in NKE in Q1 2018 and has held it in 21 quarters since. The position peaked at $5.21M in Q3 2024. 1,911 funds tracked by Wall St. Rank hold NKE as of Q1 2026.

  • Mount Yale Investment Advisors held 78,190 shares of Nike worth $4.14M as of Q1 2026.
  • Mount Yale Investment Advisors bought 66,431 Nike shares in Q1 2026, an estimated $4.03M.
  • Nike made up 0.1% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #213 holding.
  • Mount Yale Investment Advisors first reported a position in Nike in Q1 2018 and has held it in 21 quarters since.
  • Mount Yale Investment Advisors's Nike position peaked at $5.21M in Q3 2024.
  • 1,911 funds tracked by Wall St. Rank held Nike as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.