Ovata Capital Management’s Nike NKE Stock Holding History

Ovata Capital 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
2025 Q3	–	Sell	-4,660	Closed	-$331K	–	48
2025 Q2	$331K	Hold	4,660	–	–	0.07%	42
2025 Q1	$296K	Buy	+4,660	New	+$343K	0.11%	35

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ovata Capital Management's NKE Position: Q3 2025 in Review

Ovata Capital Management sold out of Nike (NKE) in Q3 2025, closing a stake of 4,660 shares — an estimated $331K sold.

Ovata Capital Management first reported a position in NKE in Q1 2025 and held it in 2 quarters. The position peaked at $331K in Q2 2025. 2,056 funds tracked by Wall St. Rank hold NKE as of Q3 2025.

Ovata Capital Management reported no remaining Nike position as of Q3 2025 after selling out during the quarter.
Ovata Capital Management sold 4,660 Nike shares in Q3 2025, an estimated $331K.
Ovata Capital Management first reported a position in Nike in Q1 2025 and held it in 2 quarters.
Ovata Capital Management's Nike position peaked at $331K in Q2 2025.
2,056 funds tracked by Wall St. Rank held Nike as of Q3 2025.

Based on Ovata Capital Management's 13F filing for Q3 2025, filed 21 Nov 2025.